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Dynasty Wealth Management’s Expedia Group EXPE Stock Holding History

Dynasty 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
Q2 		$777K Buy
3,035
+74
+2% +$17.6K 0.01% 212
2026
Q1 		$684K Sell
2,961
-163
-5% -$40K 0.01% 208
2025
Q4 		$885K Buy
3,124
+294
+10% +$72.6K 0.01% 195
2025
Q3 		$605K Sell
2,830
-64
-2% -$12.9K 0.01% 207
2025
Q2 		$488K Sell
2,894
-62
-2% -$10.1K 0.01% 184
2025
Q1 		$497K Sell
2,956
-121
-4% -$22K 0.01% 199
2024
Q4 		$573K Sell
3,077
-102
-3% -$17.6K 0.01% 195
2024
Q3 		$471K Buy
3,179
+45
+1% +$5.96K 0.01% 180
2024
Q2 		$395K Buy
3,134
+508
+19% +$62.6K 0.01% 201
2024
Q1 		$362K Buy
+2,626
New +$373K 0.01% 210

Other funds holding EXPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dynasty Wealth Management's EXPE Position: Q2 2026 in Review

Dynasty Wealth Management increased its Expedia Group (EXPE) stake by 2.5% in Q2 2026, buying an estimated $17.6K and bringing the position to 3,035 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #212.

Dynasty Wealth Management first reported a position in EXPE in Q1 2024 and has held it in 10 quarters since. The position peaked at $885K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Dynasty Wealth Management held 3,035 shares of Expedia Group worth $777K as of Q2 2026.
  • Dynasty Wealth Management bought 74 Expedia Group shares in Q2 2026, an estimated $17.6K.
  • Expedia Group made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Dynasty Wealth Management first reported a position in Expedia Group in Q1 2024 and has held it in 10 quarters since.
  • Dynasty Wealth Management's Expedia Group position peaked at $885K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.