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Elevation Wealth Partners’s Expeditors International EXPD Stock Holding History

Elevation Wealth Partners’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 		$7.57K Buy
41
+5
+14% +$910 ﹤0.01% 992
2026
Q2 		$5.87K Buy
+36
New +$5.57K ﹤0.01% 975
2025
Q4 		– Sell
-11
Closed -$1.35K – 979
2025
Q3 		$1.35K Buy
+11
New +$1.31K ﹤0.01% 715
2024
Q3 		– Sell
-31
Closed -$3.87K – 501
2024
Q2 		$3.87K Buy
+31
New +$3.69K ﹤0.01% 400

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
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 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

Elevation Wealth Partners's EXPD Position: Q3 2026 in Review

Elevation Wealth Partners increased its Expeditors International (EXPD) stake by 14% in Q3 2026, buying an estimated $910 and bringing the position to 41 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Elevation Wealth Partners first reported a position in EXPD in Q2 2024 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

  • Elevation Wealth Partners held 41 shares of Expeditors International worth $7.57K as of Q3 2026.
  • Elevation Wealth Partners bought 5 Expeditors International shares in Q3 2026, an estimated $910.
  • Expeditors International made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #992 holding.
  • Elevation Wealth Partners first reported a position in Expeditors International in Q2 2024 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.