Mount Yale Investment Advisors’s Expedia Group EXPE Stock Holding History

Mount Yale Investment Advisors’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 Q1	$372K	Buy	+1,612	New	+$396K	0.01%	811
2025 Q3	–	Sell	-124	Closed	-$20.9K	–	982
2025 Q2	$20.9K	Buy	+124	New	+$20.1K	﹤0.01%	1032
2021 Q4	–	Sell	-2,375	Closed	-$389K	–	471
2021 Q3	$389K	Sell	2,375 -3,008	-56%	-$465K	0.04%	318
2021 Q2	$881K	Buy	+5,383	New	+$923K	0.11%	202
2020 Q2	–	Sell	-21,086	Closed	-$1.19M	–	343
2020 Q1	$1.19M	Buy	21,086 +1,307	+7%	+$126K	0.27%	100
2019 Q4	$2.15M	Buy	19,779 +1,375	+7%	+$161K	0.37%	64
2019 Q3	$1.76M	Sell	18,404 -681	-4%	-$90K	0.32%	81
2019 Q2	$2.43M	Buy	19,085 +1,694	+10%	+$209K	0.45%	51
2019 Q1	$2.07M	Buy	17,391 +6,408	+58%	+$778K	0.39%	64
2018 Q4	$1.39M	Buy	10,983 +218	+2%	+$26.1K	0.28%	89
2018 Q3	$1.38M	Sell	10,765 -163	-1%	-$21.2K	0.24%	92
2018 Q2	$1.31M	Buy	10,928 +71	+0.7%	+$8.2K	0.25%	93
2018 Q1	$1.2M	Buy	+10,857	New	+$1.26M	0.26%	95

Other funds holding EXPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's EXPE Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Expedia Group (EXPE) in Q1 2026: 1,612 shares worth $372K. The stake represents 0.01% of the portfolio and ranks #811 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EXPE as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in EXPE in Q1 2018 and has held it in 13 quarters since. The position peaked at $2.43M in Q2 2019. 1,101 funds tracked by Wall St. Rank hold EXPE as of Q1 2026.

Mount Yale Investment Advisors held 1,612 shares of Expedia Group worth $372K as of Q1 2026.
Expedia Group was a new Mount Yale Investment Advisors position in Q1 2026.
Expedia Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #811 holding.
Mount Yale Investment Advisors first reported a position in Expedia Group in Q1 2018 and has held it in 13 quarters since.
Mount Yale Investment Advisors's Expedia Group position peaked at $2.43M in Q2 2019.
1,101 funds tracked by Wall St. Rank held Expedia Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.