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Oak Harvest Investment Services’s Expedia Group EXPE Stock Holding History

Oak Harvest Investment Services’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
2025
Q4 		– Sell
-4,000
Closed -$855K – 175
2025
Q3 		$855K Buy
+4,000
New +$803K 0.1% 115

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Oak Harvest Investment Services's EXPE Position: Q4 2025 in Review

Oak Harvest Investment Services sold out of Expedia Group (EXPE) in Q4 2025, closing a stake of 4,000 shares — an estimated $855K sold.

Oak Harvest Investment Services first reported a position in EXPE in Q3 2025 and held it in 1 quarter. The position peaked at $855K in Q3 2025. 1,157 funds tracked by Wall St. Rank hold EXPE as of Q4 2025.

  • Oak Harvest Investment Services reported no remaining Expedia Group position as of Q4 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 4,000 Expedia Group shares in Q4 2025, an estimated $855K.
  • Oak Harvest Investment Services first reported a position in Expedia Group in Q3 2025 and held it in 1 quarter.
  • Oak Harvest Investment Services's Expedia Group position peaked at $855K in Q3 2025.
  • 1,157 funds tracked by Wall St. Rank held Expedia Group as of Q4 2025.

Based on Oak Harvest Investment Services's 13F filing for Q4 2025, filed 27 Jan 2026.