EXPD — Expeditors International cs

Ownership history in ROBERTS GLORE & CO INC /IL/  ·  107 quarters on record

AI Ownership Summary

ROBERTS GLORE & CO INC /IL/ reported Expeditors International cs (EXPD) in 107 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.13% in 2023 Q4. The latest visible filing shows EXPD at 1.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EXPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROBERTS GLORE & CO INC /IL/'s position in Expeditors International cs, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EXPD was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EXPD stock page ROBERTS GLORE & CO INC /IL/ fund profile ROBERTS GLORE & CO INC /IL/ full holdings
How ROBERTS GLORE & CO INC /IL/ held EXPD — position size vs. price
% of Fund (quarterly)    EXPD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25,347 -879 -3.4% 1.01% $3.8M 2026-02-14 (Est.) $146.50
2025 Q3 REDUCED 26,226 -510 -1.9% 0.88% $3.2M 2025-11-12 $139.94
2025 Q2 REDUCED 26,736 -305 -1.1% 0.89% $3.1M 2025-08-07 $117.45
2025 Q1 REDUCED 27,041 -325 -1.2% 0.99% $3.3M 2025-05-09 $107.79
2024 Q4 REDUCED 27,366 -562 -2.0% 0.90% $3.0M 2025-02-07 $109.06
2024 Q3 REDUCED 27,928 -240 -0.9% 1.06% $3.7M 2024-11-14 $118.79
2024 Q2 REDUCED 28,168 -183 -0.6% 1.06% $3.5M 2024-08-14 $117.19
2024 Q1 REDUCED 28,351 -285 -1.0% 1.03% $3.4M 2024-05-09 $114.23
2023 Q4 REDUCED 28,636 -50 -0.2% 1.13% $3.6M 2024-02-12 $123.53
98 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EXPD

As of 2026 Q1 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.36% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.35% Alpha Omega Wealth Management LLC 3Y 7Y 0.21% GAMMA Investing LLC 0.05% Versant Capital Management, Inc 3Y 7Y 0.04% MJT & Associates Financial Advisory Group, Inc. 0.01% SIGNATUREFD, LLC 3Y 7Y 0.01% PARK AVENUE SECURITIES LLC 3Y 7Y 0.01% Washington Trust Advisors, Inc. 3Y 0.01% CX Institutional 3Y 7Y 0.01%

FAQ About ROBERTS GLORE & CO INC /IL/ and EXPD

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROBERTS GLORE & CO INC /IL/ reported owning EXPD?

ROBERTS GLORE & CO INC /IL/ reported EXPD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EXPD position in ROBERTS GLORE & CO INC /IL/'s portfolio?

The largest reported portfolio weight for EXPD was 1.13% in 2023 Q4.

What is the latest reported EXPD position on this page?

The most recent filing on this page is 2025 Q4, when ROBERTS GLORE & CO INC /IL/ reported 25,347 shares, equal to 1.01% of portfolio, with an estimated market value of $3.8M.

What does the chart on this EXPD ownership page compare?

The chart compares ROBERTS GLORE & CO INC /IL/'s quarterly EXPD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to ROBERTS GLORE & CO INC /IL/ Holdings