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Baker Tilly Wealth Management’s Expeditors International EXPD Stock Holding History

Baker Tilly Wealth Management’s Portfolio EXPD Stock Details EXPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$712K Sell
3,855
-17
-0.4% -$3.09K 0.14% 126
2026
Q2 		$631K Sell
3,872
-123
-3% -$19K 0.13% 149
2026
Q1 		$572K Buy
3,995
+20
+0.5% +$3.04K 0.14% 145
2025
Q4 		$592K Buy
3,975
+17
+0.4% +$2.31K 0.15% 142
2025
Q3 		$485K Sell
3,958
-70
-2% -$8.32K 0.11% 155
2025
Q2 		$460K Sell
4,028
-251
-6% -$28.1K 0.16% 132
2025
Q1 		$515K Buy
4,279
+637
+17% +$73.3K 0.2% 113
2024
Q4 		$403K Sell
3,642
-97
-3% -$11.6K 0.16% 146
2024
Q3 		$491K Buy
3,739
+695
+23% +$85.1K 0.22% 118
2024
Q2 		$380K Sell
3,044
-1,594
-34% -$190K 0.16% 161
2024
Q1 		$564K Buy
4,638
+85
+2% +$10.5K 0.1% 225
2023
Q4 		$579K Sell
4,553
-1,154
-20% -$136K 0.1% 245
2023
Q3 		$654K Sell
5,707
-11,749
-67% -$1.4M 0.11% 195
2023
Q2 		$2.11M Buy
17,456
+617
+4% +$70.2K 0.22% 95
2023
Q1 		$1.85M Buy
16,839
+1,120
+7% +$122K 0.21% 107
2022
Q4 		$1.63M Buy
15,719
+2,910
+23% +$300K 0.2% 119
2022
Q3 		$1.13M Sell
12,809
-389
-3% -$38.9K 0.15% 143
2022
Q2 		$1.29M Buy
13,198
+1,337
+11% +$137K 0.17% 132
2022
Q1 		$1.22M Sell
11,861
-560
-5% -$61.7K 0.14% 156
2021
Q4 		$1.67M Buy
12,421
+1,486
+14% +$186K 0.18% 117
2021
Q3 		$1.3M Buy
10,935
+785
+8% +$98.3K 0.17% 123
2021
Q2 		$1.28M Buy
10,150
+892
+10% +$105K 0.21% 105
2021
Q1 		$997K Buy
9,258
+6,503
+236% +$626K 0.2% 115
2020
Q4 		$262K Buy
+2,755
New +$251K 0.08% 267

Other funds holding EXPD

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Baker Tilly Wealth Management's EXPD Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Expeditors International (EXPD) stake by 0.44% in Q3 2026, selling an estimated $3.09K and leaving 3,855 shares worth $712K. The position accounts for 0.14% of the portfolio, ranked #126.

Baker Tilly Wealth Management first reported a position in EXPD in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.11M in Q2 2023. 33 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

  • Baker Tilly Wealth Management held 3,855 shares of Expeditors International worth $712K as of Q3 2026.
  • Baker Tilly Wealth Management sold 17 Expeditors International shares in Q3 2026, an estimated $3.09K.
  • Expeditors International made up 0.14% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Baker Tilly Wealth Management first reported a position in Expeditors International in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Expeditors International position peaked at $2.11M in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.