Private Wealth Management Group’s Expeditors International EXPD Stock Holding History

Private Wealth Management Group’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	$31.2K	Hold	169	–	–	0.01%	311
2026 Q2	$27.5K	Hold	169	–	–	0.01%	309
2026 Q1	$24.2K	Buy	169 +4	+2%	+$608	0.01%	283
2025 Q4	$24.6K	Hold	165	–	–	0.01%	282
2025 Q3	$20.2K	Hold	165	–	–	0.01%	327
2025 Q2	$18.9K	Sell	165 -1	-0.6%	-$112	0.01%	317
2025 Q1	$20K	Sell	166 -13	-7%	-$1.5K	0.01%	298
2024 Q4	$19.8K	Sell	179 -8	-4%	-$955	0.01%	304
2024 Q3	$24.6K	Buy	187 +9	+5%	+$1.1K	0.01%	254
2024 Q2	$22.2K	Buy	178 +43	+32%	+$5.12K	0.01%	259
2024 Q1	$16.4K	Hold	135	–	–	0.01%	308
2023 Q4	$17.2K	Buy	+135	New	+$15.9K	0.01%	287

Other funds holding EXPD

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Private Wealth Management Group's EXPD Position: Q3 2026 in Review

Private Wealth Management Group held its Expeditors International (EXPD) position steady in Q3 2026 at 169 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #311.

Private Wealth Management Group first reported a position in EXPD in Q4 2023 and has held it in 12 quarters since. 155 funds tracked by Wall St. Rank hold EXPD as of Q3 2026.

Private Wealth Management Group held 169 shares of Expeditors International worth $31.2K as of Q3 2026.
Private Wealth Management Group left its Expeditors International share count unchanged in Q3 2026.
Expeditors International made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #311 holding.
Private Wealth Management Group first reported a position in Expeditors International in Q4 2023 and has held it in 12 quarters since.
155 funds tracked by Wall St. Rank held Expeditors International as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.