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Nvest Wealth Strategies’s Expedia Group EXPE Stock Holding History

Nvest Wealth Strategies’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
-5
Closed -$1.16K – 382
2026
Q1 		$1.16K Buy
+5
New +$1.23K ﹤0.01% 210

Other funds holding EXPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Nvest Wealth Strategies's EXPE Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Expedia Group (EXPE) in Q2 2026, closing a stake of 5 shares — an estimated $1.16K sold.

Nvest Wealth Strategies first reported a position in EXPE in Q1 2026 and held it in 1 quarter. The position peaked at $1.16K in Q1 2026. 598 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Expedia Group position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 5 Expedia Group shares in Q2 2026, an estimated $1.16K.
  • Nvest Wealth Strategies first reported a position in Expedia Group in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Expedia Group position peaked at $1.16K in Q1 2026.
  • 598 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

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