Gradient Investments’s Expedia Group EXPE Stock Holding History

Gradient Investments’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	$2.23M	Sell	8,458 -760	-8%	-$221K	0.03%	250
2026 Q2	$2.36M	Buy	9,218 +1,134	+14%	+$269K	0.03%	249
2026 Q1	$1.87M	Buy	+8,084	New	+$1.99M	0.03%	260
2024 Q1	–	Sell	-38	Closed	-$5.77K	–	1418
2023 Q4	$5.77K	Hold	38	–	–	﹤0.01%	962
2023 Q3	$3.92K	Hold	38	–	–	﹤0.01%	1010
2023 Q2	$4.16K	Hold	38	–	–	﹤0.01%	988
2023 Q1	$3.69K	Hold	38	–	–	﹤0.01%	1007
2022 Q4	$3.33K	Hold	38	–	–	﹤0.01%	1005
2022 Q3	$4K	Hold	38	–	–	﹤0.01%	989
2022 Q2	$4K	Buy	38 +23	+153%	+$3.26K	﹤0.01%	931
2022 Q1	$3K	Hold	15	–	–	﹤0.01%	969
2021 Q4	$3K	Hold	15	–	–	﹤0.01%	1014
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	1000
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	992
2021 Q1	$3K	Hold	15	–	–	﹤0.01%	954
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	1037
2020 Q3	$1K	Sell	15 -61	-80%	-$5.49K	﹤0.01%	1042
2020 Q2	$6K	Buy	76 +50	+192%	+$3.64K	﹤0.01%	709
2020 Q1	$1K	Sell	26 -3	-10%	-$288	﹤0.01%	991
2019 Q4	$3K	Sell	29 -9,298	-100%	-$1.09M	﹤0.01%	886
2019 Q3	$1.25M	Buy	9,327 +1,024	+12%	+$135K	0.06%	177
2019 Q2	$1.1M	Buy	8,303 +3,740	+82%	+$461K	0.06%	182
2019 Q1	$543K	Buy	4,563 +4,548	+30,320%	+$552K	0.04%	180
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	817
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	827
2018 Q2	$2K	Buy	+15	New	+$1.73K	﹤0.01%	812
2018 Q1	–	Sell	-3,825	Closed	-$458K	–	1059
2017 Q4	$458K	Buy	+3,825	New	+$496K	0.03%	192
2014 Q2	–	Sell	-45	Closed	-$3K	–	521
2014 Q1	$3K	Hold	45	–	–	﹤0.01%	423
2013 Q4	$3K	Hold	45	–	–	﹤0.01%	470
2013 Q3	$2K	Hold	45	–	–	﹤0.01%	402
2013 Q2	$3K	Buy	+45	New	+$2.67K	﹤0.01%	344

Other funds holding EXPE

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CAM

CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Gradient Investments's EXPE Position: Q3 2026 in Review

Gradient Investments reduced its Expedia Group (EXPE) stake by 8.2% in Q3 2026, selling an estimated $221K and leaving 8,458 shares worth $2.23M. The position accounts for 0.03% of the portfolio, ranked #250.

Gradient Investments first reported a position in EXPE in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.36M in Q2 2026. 48 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

Gradient Investments held 8,458 shares of Expedia Group worth $2.23M as of Q3 2026.
Gradient Investments sold 760 Expedia Group shares in Q3 2026, an estimated $221K.
Expedia Group made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #250 holding.
Gradient Investments first reported a position in Expedia Group in Q2 2013 and has held it in 31 quarters since.
Gradient Investments's Expedia Group position peaked at $2.36M in Q2 2026.
48 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.