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Appleton Partners’s Expedia Group EXPE Stock Holding History

Appleton Partners’s Portfolio EXPE Stock Details EXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Hold
970
– – 0.02% 259
2026
Q1 		$224K Sell
970
-20
-2% -$4.91K 0.02% 251
2025
Q4 		$280K Buy
+990
New +$245K 0.02% 239

Other funds holding EXPE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Appleton Partners's EXPE Position: Q2 2026 in Review

Appleton Partners held its Expedia Group (EXPE) position steady in Q2 2026 at 970 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #259.

Appleton Partners first reported a position in EXPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $280K in Q4 2025. 417 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Appleton Partners held 970 shares of Expedia Group worth $248K as of Q2 2026.
  • Appleton Partners left its Expedia Group share count unchanged in Q2 2026.
  • Expedia Group made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #259 holding.
  • Appleton Partners first reported a position in Expedia Group in Q4 2025 and has held it in 3 quarters since.
  • Appleton Partners's Expedia Group position peaked at $280K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.