Icon Wealth Advisors, LLC
Position in EXPD — Expeditors International Of Washington Inc
CIK 1963212
HOUSTON, TX
Position in EXPD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$266,146
-$233,869 QoQ
Shares Held
1,633
-53.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#664
of 953 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXPD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $3,249,175 across 3 Integrated Freight & Logistics names. EXPD ranks #3 (8.2% of the industry book) .
All Filings in EXPD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,146 | 1,633 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $500,015 | 3,491 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $509,763 | 3,421 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $390,449 | 3,185 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $213,990 | 1,873 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $192,881 | 1,604 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $160,284 | 1,447 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $192,763 | 1,467 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $181,819 | 1,457 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $166,672 | 1,371 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $148,951 | 1,171 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $101,733 | 1,152 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||