UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in EXPD — Expeditors International Of Washington Inc
CIK 1463217
IRVING, TX
Position in EXPD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,046,983
+$269,531 QoQ
Shares Held
6,424
+18.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#429
of 949 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXPD Over Time
Shares Held
Position Value (USD)
Derivatives in EXPD
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$247,584
PutShares
2,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $31,643,816 across 7 Integrated Freight & Logistics names. EXPD ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
87,932 | $16,561,112 | |
| 2 | UPS |
United Parcel Service Inc
|
86,771 | $9,327,882 | |
| 3 | FDX |
Fedex Corp
|
9,906 | $3,101,865 | |
| 4 | EXPD |
Expeditors International Of Washington Inc
This page
|
6,424 | $1,046,983 | |
| 5 | FDXF |
FedEx Freight Holding Company, Inc.
|
4,460 | $673,460 | |
| 6 | JBHT |
Hunt J B Transport Services Inc
|
1,910 | $552,811 | |
| 7 | LSTR |
Landstar System Inc
|
1,836 | $379,703 |
All Filings in EXPD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,046,983 | 6,424 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $777,452 | 5,428 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $935,931 | 6,281 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $581,321 | 4,742 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $475,165 | 4,159 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $565,776 | 4,705 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $531,917 | 4,802 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $639,261 | 4,865 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $664,132 | 5,322 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $654,046 | 5,380 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $632,820 | 4,975 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $421,411 | 3,479 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $468,010 | 4,250 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,018,831 | 9,804 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $862,523 | 9,767 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,047,987 | 10,753 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,082,045 | 10,489 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $247,584 | 2,400 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $692,264 | 5,155 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $753,973 | 6,329 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $991,151 | 7,829 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,083,361 | 10,060 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $42,643,329 | 448,358 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $40,928,618 | 452,150 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $33,371,142 | 438,863 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $24,783,811 | 371,460 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||