EP Wealth Advisors’s Expedia Group EXPE Stock Holding History

EP Wealth 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 Q2	$1.95M	Buy	7,627 +857	+13%	+$204K	0.01%	579
2026 Q1	$1.56M	Sell	6,770 -619	-8%	-$152K	0.01%	536
2025 Q4	$2.09M	Buy	+7,389	New	+$1.83M	0.01%	435
2025 Q2	$811K	Sell	4,805 -14	-0.3%	-$2.27K	0.01%	623
2025 Q1	$810K	Sell	4,819 -308	-6%	-$56.1K	0.01%	553
2024 Q4	$955K	Hold	5,127	–	–	0.01%	512
2024 Q3	$759K	Buy	+5,127	New	+$679K	0.01%	569
2020 Q1	–	Sell	-21,286	Closed	-$2.3M	–	397
2019 Q4	$2.3M	Sell	21,286 -4,902	-19%	-$575K	0.09%	126
2019 Q3	$3.52M	Sell	26,188 -1,596	-6%	-$211K	0.17%	74
2019 Q2	$3.7M	Buy	+27,784	New	+$3.42M	0.23%	57

Other funds holding EXPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EP Wealth Advisors's EXPE Position: Q2 2026 in Review

EP Wealth Advisors increased its Expedia Group (EXPE) stake by 13% in Q2 2026, buying an estimated $204K and bringing the position to 7,627 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #579.

EP Wealth Advisors first reported a position in EXPE in Q2 2019 and has held it in 10 quarters since. The position peaked at $3.7M in Q2 2019. 1,125 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

EP Wealth Advisors held 7,627 shares of Expedia Group worth $1.95M as of Q2 2026.
EP Wealth Advisors bought 857 Expedia Group shares in Q2 2026, an estimated $204K.
Expedia Group made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #579 holding.
EP Wealth Advisors first reported a position in Expedia Group in Q2 2019 and has held it in 10 quarters since.
EP Wealth Advisors's Expedia Group position peaked at $3.7M in Q2 2019.
1,125 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.