IFWM
EXPE icon

Institute for Wealth Management’s Expedia Group EXPE Stock Holding History

Institute for 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 		$598K Sell
2,337
-71
-3% -$16.9K 0.05% 292
2026
Q1 		$556K Buy
2,408
+820
+52% +$201K 0.06% 297
2025
Q4 		$450K Sell
1,588
-62
-4% -$15.3K 0.05% 334
2025
Q3 		$353K Sell
1,650
-1,598
-49% -$321K 0.04% 410
2025
Q2 		$548K Sell
3,248
-50
-2% -$8.11K 0.06% 296
2025
Q1 		$554K Hold
3,298
– – 0.07% 273
2024
Q4 		$615K Hold
3,298
– – 0.08% 252
2024
Q3 		$488K Buy
3,298
+1,120
+51% +$148K 0.06% 305
2024
Q2 		$274K Buy
+2,178
New +$269K 0.04% 405
2024
Q1 		– Sell
-1,455
Closed -$221K – 515
2023
Q4 		$221K Buy
+1,455
New +$178K 0.04% 440
2022
Q2 		– Sell
-1,721
Closed -$337K – 543
2022
Q1 		$337K Sell
1,721
-76
-4% -$14.2K 0.05% 390
2021
Q4 		$325K Buy
1,797
+20
+1% +$3.4K 0.05% 363
2021
Q3 		$291K Hold
1,777
– – 0.05% 386
2021
Q2 		$291K Sell
1,777
-50
-3% -$8.58K 0.05% 382
2021
Q1 		$314K Buy
1,827
+25
+1% +$3.85K 0.06% 353
2020
Q4 		$239K Buy
+1,802
New +$203K 0.05% 393
2019
Q4 		– Sell
-2,255
Closed -$303K – 687
2019
Q3 		$303K Buy
2,255
+143
+7% +$18.9K 0.08% 321
2019
Q2 		$281K Sell
2,112
-39
-2% -$4.8K 0.06% 370
2019
Q1 		$256K Sell
2,151
-63
-3% -$7.65K 0.06% 364
2018
Q4 		$249K Buy
+2,214
New +$265K 0.1% 218

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

Institute for Wealth Management's EXPE Position: Q2 2026 in Review

Institute for Wealth Management reduced its Expedia Group (EXPE) stake by 2.9% in Q2 2026, selling an estimated $16.9K and leaving 2,337 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #292.

Institute for Wealth Management first reported a position in EXPE in Q4 2018 and has held it in 20 quarters since. The position peaked at $615K in Q4 2024. 1,122 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Institute for Wealth Management held 2,337 shares of Expedia Group worth $598K as of Q2 2026.
  • Institute for Wealth Management sold 71 Expedia Group shares in Q2 2026, an estimated $16.9K.
  • Expedia Group made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Institute for Wealth Management first reported a position in Expedia Group in Q4 2018 and has held it in 20 quarters since.
  • Institute for Wealth Management's Expedia Group position peaked at $615K in Q4 2024.
  • 1,122 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.