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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

EXPD holding history

Expeditors International of Washington Inc in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXPD overviewAll 13F holders of EXPDFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q3 2021
Holdings of EXPD by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,985−100.0%Sold outHolders
Q4 20251,985$295.8K<0.1%−185−8.5%ReducedHolders
Q3 20252,170$266.0K<0.1%−28,634−93.0%ReducedHolders
Q2 202530,804$3.52M0.3%+42+0.1%AddedHolders
Q1 202530,762$3.70M0.4%−7,850−20.3%ReducedHolders
Q4 202438,612$4.28M0.4%+1,016+2.7%AddedHolders
Q3 202437,596$4.94M0.5%−14,517−27.9%ReducedHolders
Q2 202452,113$6.50M0.7%+1,762+3.5%AddedHolders
Q1 202450,351$6.12M0.6%+2,077+4.3%AddedHolders
Q4 202348,274$6.14M0.7%+689+1.4%AddedHolders
Q3 202347,585$5.45M0.7%−577−1.2%ReducedHolders
Q2 202348,162$5.83M0.7%−453−0.9%ReducedHolders
Q1 202348,615$5.35M0.7%+1,641+3.5%AddedHolders
Q4 202246,974$4.88M0.7%−246−0.5%ReducedHolders
Q3 202247,220$4.17M0.6%+21,931+86.7%AddedHolders
Q2 202225,289$2.46M0.4%+16,383+184.0%AddedHolders
Q1 20228,906$919.0K0.1%+767+9.4%AddedHolders
Q4 20218,139$1.09M0.1%+875+12.0%AddedHolders
Q3 20217,264$855.0K0.1%+7,264NewHolders