EFG
EXPE icon

Everhart Financial Group’s Expedia Group EXPE Stock Holding History

Everhart Financial Group’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 		$367K Buy
1,434
+19
+1% +$4.51K 0.02% 326
2026
Q1 		$327K Buy
1,415
+413
+41% +$101K 0.03% 343
2025
Q4 		$284K Buy
+1,002
New +$248K 0.03% 337

Other funds holding EXPE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everhart Financial Group's EXPE Position: Q2 2026 in Review

Everhart Financial Group increased its Expedia Group (EXPE) stake by 1.3% in Q2 2026, buying an estimated $4.51K and bringing the position to 1,434 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #326.

Everhart Financial Group first reported a position in EXPE in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Everhart Financial Group held 1,434 shares of Expedia Group worth $367K as of Q2 2026.
  • Everhart Financial Group bought 19 Expedia Group shares in Q2 2026, an estimated $4.51K.
  • Expedia Group made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #326 holding.
  • Everhart Financial Group first reported a position in Expedia Group in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.