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Cornerstone Wealth Management’s Expedia Group EXPE Stock Holding History

Cornerstone Wealth Management’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 		$698K Sell
2,652
-130
-5% -$37.8K 0.03% 411
2026
Q2 		$712K Sell
2,782
-43
-2% -$10.2K 0.03% 407
2026
Q1 		$652K Buy
2,825
+266
+10% +$65.3K 0.03% 390
2025
Q4 		$725K Buy
+2,559
New +$632K 0.04% 348

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

Cornerstone Wealth Management's EXPE Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Expedia Group (EXPE) stake by 4.7% in Q3 2026, selling an estimated $37.8K and leaving 2,652 shares worth $698K. The position accounts for 0.03% of the portfolio, ranked #411.

Cornerstone Wealth Management first reported a position in EXPE in Q4 2025 and has held it in 4 quarters since. The position peaked at $725K in Q4 2025. 727 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Cornerstone Wealth Management held 2,652 shares of Expedia Group worth $698K as of Q3 2026.
  • Cornerstone Wealth Management sold 130 Expedia Group shares in Q3 2026, an estimated $37.8K.
  • Expedia Group made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #411 holding.
  • Cornerstone Wealth Management first reported a position in Expedia Group in Q4 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Management's Expedia Group position peaked at $725K in Q4 2025.
  • 727 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.