Clearstead Advisors
EXPE icon

Clearstead Advisors’s Expedia Group EXPE Stock Holding History

Clearstead Advisors’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
Q3 		$1.14M Buy
4,325
+39
+0.9% +$11.4K 0.01% 519
2026
Q2 		$1.1M Sell
4,286
-458
-10% -$109K 0.01% 525
2026
Q1 		$1.1M Sell
4,744
-1,574
-25% -$387K 0.01% 498
2025
Q4 		$1.79M Buy
6,318
+232
+4% +$57.3K 0.02% 343
2025
Q3 		$1.3M Buy
6,086
+968
+19% +$194K 0.02% 394
2025
Q2 		$863K Buy
5,118
+1,110
+28% +$180K 0.01% 485
2025
Q1 		$674K Buy
4,008
+174
+5% +$31.7K 0.01% 502
2024
Q4 		$714K Sell
3,834
-70
-2% -$12.1K 0.01% 485
2024
Q3 		$578K Sell
3,904
-57
-1% -$7.55K 0.01% 537
2024
Q2 		$499K Buy
3,961
+2,467
+165% +$304K 0.01% 537
2024
Q1 		$168K Sell
1,494
-263
-15% -$37.4K 0.01% 497
2023
Q4 		$267K Buy
1,757
+81
+5% +$9.9K 0.01% 421
2023
Q3 		$173K Sell
1,676
-33
-2% -$3.64K 0.01% 447
2023
Q2 		$187K Buy
1,709
+1,487
+670% +$146K 0.01% 439
2023
Q1 		$21.5K Buy
222
+7
+3% +$734 ﹤0.01% 842
2022
Q4 		$18.8K Hold
215
– – ﹤0.01% 810
2022
Q3 		$20K Hold
215
– – ﹤0.01% 772
2022
Q2 		$20K Sell
215
-41
-16% -$5.8K ﹤0.01% 797
2022
Q1 		$50K Hold
256
– – ﹤0.01% 682
2021
Q4 		$46K Hold
256
– – ﹤0.01% 669
2021
Q3 		$42K Sell
256
-214
-46% -$33.1K ﹤0.01% 640
2021
Q2 		$77K Buy
470
+14
+3% +$2.4K 0.01% 490
2021
Q1 		$78K Hold
456
– – 0.01% 480
2020
Q4 		$60K Hold
456
– – 0.01% 488
2020
Q3 		$42K Hold
456
– – ﹤0.01% 496
2020
Q2 		$37K Buy
456
+41
+10% +$2.98K ﹤0.01% 463
2020
Q1 		$23K Buy
+415
New +$39.9K ﹤0.01% 489

Other funds holding EXPE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Clearstead Advisors's EXPE Position: Q3 2026 in Review

Clearstead Advisors increased its Expedia Group (EXPE) stake by 0.91% in Q3 2026, buying an estimated $11.4K and bringing the position to 4,325 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #519.

Clearstead Advisors first reported a position in EXPE in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.79M in Q4 2025. 727 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Clearstead Advisors held 4,325 shares of Expedia Group worth $1.14M as of Q3 2026.
  • Clearstead Advisors bought 39 Expedia Group shares in Q3 2026, an estimated $11.4K.
  • Expedia Group made up 0.01% of Clearstead Advisors's portfolio in Q3 2026, its #519 holding.
  • Clearstead Advisors first reported a position in Expedia Group in Q1 2020 and has held it in 27 quarters since.
  • Clearstead Advisors's Expedia Group position peaked at $1.79M in Q4 2025.
  • 727 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.