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Elevation Wealth Partners’s Expedia Group EXPE Stock Holding History

Elevation Wealth 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
Q3 		$74.2K Buy
282
+103
+58% +$30K 0.02% 268
2026
Q2 		$45.7K Buy
179
+131
+273% +$31.1K 0.01% 327
2026
Q1 		$11K Buy
48
+15
+45% +$3.68K ﹤0.01% 495
2025
Q4 		$9.27K Sell
33
-5
-13% -$1.24K ﹤0.01% 497
2025
Q3 		$8.06K Buy
38
+37
+3,700% +$7.43K ﹤0.01% 412
2025
Q2 		$123 Hold
1
– – ﹤0.01% 462
2025
Q1 		$122 Hold
1
– – ﹤0.01% 467
2024
Q4 		$135 Hold
1
– – ﹤0.01% 474
2024
Q3 		$75 Buy
+1
New +$132 ﹤0.01% 457
2024
Q2 		– Hold
0
– – – 495
2024
Q1 		– Hold
0
– – – 461
2023
Q4 		– Hold
0
– – – 428
2023
Q3 		– Hold
0
– – – 328
2023
Q2 		– Hold
0
– – – 337
2023
Q1 		– Hold
0
– – – 339

Other funds holding EXPE

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return

Elevation Wealth Partners's EXPE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Expedia Group (EXPE) stake by 58% in Q3 2026, buying an estimated $30K and bringing the position to 282 shares worth $74.2K. The position accounts for 0.02% of the portfolio, ranked #268.

Elevation Wealth Partners first reported a position in EXPE in Q3 2024 and has held it in 9 quarters since. 48 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Elevation Wealth Partners held 282 shares of Expedia Group worth $74.2K as of Q3 2026.
  • Elevation Wealth Partners bought 103 Expedia Group shares in Q3 2026, an estimated $30K.
  • Expedia Group made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #268 holding.
  • Elevation Wealth Partners first reported a position in Expedia Group in Q3 2024 and has held it in 9 quarters since.
  • 48 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.