PWA
EXPE icon

Physician Wealth Advisors’s Expedia Group EXPE Stock Holding History

Physician Wealth 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
Q2 		$3.07K Sell
12
-12
-50% -$2.85K ﹤0.01% 1318
2026
Q1 		$5.54K Sell
24
-15
-38% -$3.68K ﹤0.01% 972
2025
Q4 		$11.1K Buy
39
+8
+26% +$1.98K ﹤0.01% 742
2025
Q3 		$6.63K Buy
+31
New +$6.22K ﹤0.01% 857

Other funds holding EXPE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's EXPE Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Expedia Group (EXPE) stake by 50% in Q2 2026, selling an estimated $2.85K and leaving 12 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Physician Wealth Advisors first reported a position in EXPE in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.1K in Q4 2025. 226 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Physician Wealth Advisors held 12 shares of Expedia Group worth $3.07K as of Q2 2026.
  • Physician Wealth Advisors sold 12 Expedia Group shares in Q2 2026, an estimated $2.85K.
  • Expedia Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1318 holding.
  • Physician Wealth Advisors first reported a position in Expedia Group in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Expedia Group position peaked at $11.1K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.