Expeditors International of Washington, Inc.
US ˙ NYSE ˙ US3021301094

SecurityEXPD / Expeditors International of Washington, Inc.
InstitutionUMA Financial Services, Inc.
Latest Disclosed Ownership110 shares
Latest Disclosed Value $ 15,756
UMA Financial Services, Inc. reports 27.63% decrease in ownership of EXPD / Expeditors International of Washington, Inc.

On April 24, 2026 - UMA Financial Services, Inc. filed a 13F-HR form disclosing ownership of 110 shares of Expeditors International of Washington, Inc. (US:EXPD) valued at $15,755 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 152 shares of Expeditors International of Washington, Inc.. This represents a change in shares of -27.63% during the quarter. The current value of the position is $17,457 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F EXPEDITORS INTL WASH COM 302130109 110 -42 -27.63 16 -31.82 0.0022
2026-01-29 2025-12-31 13F EXPEDITORS INTL WASH COM 302130109 152 -24 -13.64 23 4.76 0.0032
2025-11-04 2025-09-30 13F EXPEDITORS INTL WASH COM 302130109 176 62 54.39 22 61.54 0.0031
2025-07-14 2025-06-30 13F EXPEDITORS INTL WASH COM 302130109 114 14 14.00 13 8.33 0.0020
2025-07-11 2025-06-30 13F EXPEDITORS INTL WASH COM 302130109 114 13
2025-04-28 2025-03-31 13F EXPEDITORS INTL WASH COM 302130109 100 -916 -90.16 12 -89.29 0.0021
2025-02-12 2024-12-31 13F EXPEDITORS INTL WASH COM 302130109 1,016 -916 -47.41 113 -52.14 0.0190
2024-10-16 2024-09-30 13F EXPEDITORS INTL WASH COM 302130109 1,932 0 0.00 234 0.00 0.0423
2024-07-17 2024-06-30 13F EXPEDITORS INTL WASH COM 302130109 1,932 -917 -32.19 235 -28.88 0.0433
2024-04-17 2024-03-31 13F EXPEDITORS INTL WASH COM 302130109 2,849 0 0.00 329 -10.11 0.0693
2024-01-23 2023-12-31 13F EXPEDITORS INTL WASH COM 302130109 2,849 0 0.00 367 10.24 0.0818
2023-10-10 2023-09-30 13F EXPEDITORS INTL WASH COM 302130109 2,849 0 0.00 333 -4.05 0.0856
2023-07-05 2023-06-30 13F EXPEDITORS INTL WASH COM 302130109 2,849 0 0.00 347 8.81 0.0860
2023-04-20 2023-03-31 13F EXPEDITORS INTL WASH COM 302130109 2,849 0 0.00 319 3.25 0.0836
2023-01-25 2022-12-31 13F EXPEDITORS INTL WASH COM 302130109 2,849 -1,148 -28.72 309 -15.15 0.0833
2022-10-06 2022-09-30 13F EXPEDITORS INTL WASH COM 302130109 3,997 -684 -14.61 363 -27.11 0.1116
2022-08-02 2022-06-30 13F EXPEDITORS INTL WASH COM 302130109 4,681 0 0.00 498 -4.05 0.1442
2022-05-05 2022-03-31 13F EXPEDITORS INTL WASH COM 302130109 4,681 -100 -2.09 519 -15.20 0.1378
2022-01-11 2021-12-31 13F EXPEDITORS INTL WASH COM 302130109 4,781 -300 -5.90 612 3.73 0.1605
2021-10-19 2021-09-30 13F EXPEDITORS INTL WASH COM 302130109 5,081 0 0.00 590 -9.51 0.1622
2021-07-23 2021-06-30 13F EXPEDITORS INTL WASH COM 302130109 5,081 0 0.00 652 16.01 0.1868
2021-04-06 2021-03-31 13F EXPEDITORS INTL WASH COM 302130109 5,081 0 0.00 562 17.33 0.1829
2021-02-19 2020-12-31 13F EXPEDITORS INTL WASH COM 302130109 5,081 0 0.00 479 6.44 0.1630
2020-11-04 2020-09-30 13F EXPEDITORS INTL WASH COM 302130109 5,081 0 0.00 450 3.93 0.1806
2020-08-11 2020-06-30 13F EXPEDITORS INTL WASH COM 302130109 5,081 0 0.00 433 20.95 0.1745
2020-04-23 2020-03-31 13F EXPEDITORS INTL WASH COM 302130109 5,081 0 0.00 358 -9.14 0.1789
2020-01-14 2019-12-31 13F EXPEDITORS INTL WASH COM 302130109 5,081 0 0.00 394 1.29 0.1753
2019-11-26 2019-09-30 13F EXPEDITORS INTL WASH COM 302130109 5,081 5,081 389 0.1900
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.