Pinnacle Wealth Planning Services’s Expedia Group EXPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$280K Buy
1,096
+7
+0.6% +$1.66K 0.03% 402
2026
Q1
$251K Buy
1,089
+8
+0.7% +$1.97K 0.03% 399
2025
Q4
$306K Buy
1,081
+1
+0.1% +$247 0.03% 313
2025
Q3
$231K Buy
+1,080
New +$217K 0.03% 406
2021
Q1
Sell
-210
Closed -$27K 882
2020
Q4
$27K Buy
+210
New +$23.7K 0.01% 1034

Other funds holding EXPE

Pinnacle Wealth Planning Services's EXPE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Expedia Group (EXPE) stake by 0.64% in Q2 2026, buying an estimated $1.66K and bringing the position to 1,096 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #402.

Pinnacle Wealth Planning Services first reported a position in EXPE in Q4 2020 and has held it in 5 quarters since. The position peaked at $306K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,096 shares of Expedia Group worth $280K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 7 Expedia Group shares in Q2 2026, an estimated $1.66K.
  • Expedia Group made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #402 holding.
  • Pinnacle Wealth Planning Services first reported a position in Expedia Group in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Expedia Group position peaked at $306K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.