Emerald Advisors
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Emerald Advisors’s Expeditors International EXPD Stock Holding History

Emerald Advisors’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 		$258K Hold
1,395
– – 0.03% 103
2026
Q2 		$227K Buy
+1,395
New +$216K 0.03% 118
2026
Q1 		– Sell
-1,395
Closed -$208K – 129
2025
Q4 		$208K Buy
+1,395
New +$190K 0.03% 106

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AssetMark Inc
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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Emerald Advisors's EXPD Position: Q3 2026 in Review

Emerald Advisors held its Expeditors International (EXPD) position steady in Q3 2026 at 1,395 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #103.

Emerald Advisors first reported a position in EXPD in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

  • Emerald Advisors held 1,395 shares of Expeditors International worth $258K as of Q3 2026.
  • Emerald Advisors left its Expeditors International share count unchanged in Q3 2026.
  • Expeditors International made up 0.03% of Emerald Advisors's portfolio in Q3 2026, its #103 holding.
  • Emerald Advisors first reported a position in Expeditors International in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.