EWM
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Evercore Wealth Management’s Expedia Group EXPE Stock Holding History

Evercore 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 		$423K Hold
1,655
– – 0.01% 303
2026
Q1 		$382K Hold
1,655
– – 0.01% 313
2025
Q4 		$469K Hold
1,655
– – 0.01% 296
2025
Q3 		$354K Sell
1,655
-552
-25% -$111K 0.01% 331
2025
Q2 		$372K Hold
2,207
– – 0.01% 316
2025
Q1 		$371K Hold
2,207
– – 0.01% 317
2024
Q4 		$411K Hold
2,207
– – 0.01% 300
2024
Q3 		$327K Hold
2,207
– – ﹤0.01% 331
2024
Q2 		$278K Sell
2,207
-42
-2% -$5.18K ﹤0.01% 347
2024
Q1 		$310K Hold
2,249
– – ﹤0.01% 338
2023
Q4 		$341K Hold
2,249
– – 0.01% 321
2023
Q3 		$232K Sell
2,249
-479
-18% -$52.9K ﹤0.01% 362
2023
Q2 		$298K Sell
2,728
-59
-2% -$5.78K 0.01% 330
2023
Q1 		$270K Sell
2,787
-24
-0.9% -$2.52K 0.01% 344
2022
Q4 		$246K Buy
2,811
+79
+3% +$7.47K 0.01% 352
2022
Q3 		$256K Sell
2,732
-87
-3% -$8.88K 0.01% 335
2022
Q2 		$267K Hold
2,819
– – 0.01% 334
2022
Q1 		$552K Buy
2,819
+4
+0.1% +$748 0.01% 269
2021
Q4 		$509K Hold
2,815
– – 0.01% 281
2021
Q3 		$461K Hold
2,815
– – 0.01% 299
2021
Q2 		$461K Hold
2,815
– – 0.01% 298
2021
Q1 		$485K Hold
2,815
– – 0.01% 295
2020
Q4 		$373K Sell
2,815
-7
-0.2% -$789 0.01% 327
2020
Q3 		$259K Buy
2,822
+7
+0.2% +$630 0.01% 327
2020
Q2 		$231K Buy
+2,815
New +$205K 0.01% 342
2016
Q2 		– Sell
-39
Closed -$4K – 1024
2016
Q1 		$4K Buy
+39
New +$4.16K ﹤0.01% 874
2014
Q2 		– Sell
-35
Closed -$3K – 1014
2014
Q1 		$3K Hold
35
– – ﹤0.01% 881
2013
Q4 		$2K Hold
35
– – ﹤0.01% 824
2013
Q3 		$2K Buy
+35
New +$1.87K ﹤0.01% 950

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

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

Evercore Wealth Management held its Expedia Group (EXPE) position steady in Q2 2026 at 1,655 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #303.

Evercore Wealth Management first reported a position in EXPE in Q3 2013 and has held it in 29 quarters since. The position peaked at $552K in Q1 2022. 1,125 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Evercore Wealth Management held 1,655 shares of Expedia Group worth $423K as of Q2 2026.
  • Evercore Wealth Management left its Expedia Group share count unchanged in Q2 2026.
  • Expedia Group made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Evercore Wealth Management first reported a position in Expedia Group in Q3 2013 and has held it in 29 quarters since.
  • Evercore Wealth Management's Expedia Group position peaked at $552K in Q1 2022.
  • 1,125 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.