Elevatus Welath Management
EXPE icon

Elevatus Welath Management’s Expedia Group EXPE Stock Holding History

Elevatus Welath 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 		$720K Buy
2,736
+1,899
+227% +$553K 0.17% 98
2026
Q2 		$214K Buy
+837
New +$199K 0.05% 236
2023
Q3 		– Sell
-17,257
Closed -$1.89M – 74
2023
Q2 		$1.89M Buy
+17,257
New +$1.69M 1.31% 29

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Elevatus Welath Management's EXPE Position: Q3 2026 in Review

Elevatus Welath Management increased its Expedia Group (EXPE) stake by 227% in Q3 2026, buying an estimated $553K and bringing the position to 2,736 shares worth $720K. The position accounts for 0.17% of the portfolio, ranked #98.

Elevatus Welath Management first reported a position in EXPE in Q2 2023 and has held it in 3 quarters since. The position peaked at $1.89M in Q2 2023. 668 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Elevatus Welath Management held 2,736 shares of Expedia Group worth $720K as of Q3 2026.
  • Elevatus Welath Management bought 1,899 Expedia Group shares in Q3 2026, an estimated $553K.
  • Expedia Group made up 0.17% of Elevatus Welath Management's portfolio in Q3 2026, its #98 holding.
  • Elevatus Welath Management first reported a position in Expedia Group in Q2 2023 and has held it in 3 quarters since.
  • Elevatus Welath Management's Expedia Group position peaked at $1.89M in Q2 2023.
  • 668 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Elevatus Welath Management's 13F filing for Q3 2026, filed 19 Oct 2026.