FWP
EXPE icon

Family Wealth Partners’s Expedia Group EXPE Stock Holding History

Family 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
Q2 		– Sell
-947
Closed -$219K – 115
2026
Q1 		$219K Buy
947
+33
+4% +$8.11K 0.07% 97
2025
Q4 		$259K Buy
+914
New +$226K 0.09% 75

Other funds holding EXPE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Family Wealth Partners's EXPE Position: Q2 2026 in Review

Family Wealth Partners sold out of Expedia Group (EXPE) in Q2 2026, closing a stake of 947 shares — an estimated $219K sold.

Family Wealth Partners first reported a position in EXPE in Q4 2025 and held it in 2 quarters. The position peaked at $259K in Q4 2025. 418 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Family Wealth Partners reported no remaining Expedia Group position as of Q2 2026 after selling out during the quarter.
  • Family Wealth Partners sold 947 Expedia Group shares in Q2 2026, an estimated $219K.
  • Family Wealth Partners first reported a position in Expedia Group in Q4 2025 and held it in 2 quarters.
  • Family Wealth Partners's Expedia Group position peaked at $259K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.