EP Wealth Advisors, LLC
Position in EXPD — Expeditors International Of Washington Inc
CIK 1540569
TORRANCE, CA
Position in EXPD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$313,247
-$27,067 QoQ
Shares Held
1,922
-19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#627
of 949 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in EXPD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $16,777,207 across 6 Integrated Freight & Logistics names. EXPD ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
|
85,818 | $9,225,435 | |
| 2 | FDX |
Fedex Corp
|
14,603 | $4,572,637 | |
| 3 | JBHT |
Hunt J B Transport Services Inc
|
4,926 | $1,425,732 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
5,760 | $869,760 | |
| 5 | LSTR |
Landstar System Inc
|
1,791 | $370,396 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
This page
|
1,922 | $313,247 |
All Filings in EXPD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,247 | 1,922 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $340,314 | 2,376 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $474,745 | 3,186 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $313,159 | 2,741 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $267,315 | 2,223 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $231,921 | 1,765 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $238,598 | 1,912 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $234,751 | 1,931 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||