Portside Wealth Group
EXPE icon

Portside Wealth Group’s Expedia Group EXPE Stock Holding History

Portside Wealth Group’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
Q3 		$252K Buy
957
+70
+8% +$20.4K 0.03% 456
2026
Q2 		$227K Buy
+887
New +$211K 0.03% 462

Other funds holding EXPE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Portside Wealth Group's EXPE Position: Q3 2026 in Review

Portside Wealth Group increased its Expedia Group (EXPE) stake by 7.9% in Q3 2026, buying an estimated $20.4K and bringing the position to 957 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #456.

Portside Wealth Group first reported a position in EXPE in Q2 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Portside Wealth Group held 957 shares of Expedia Group worth $252K as of Q3 2026.
  • Portside Wealth Group bought 70 Expedia Group shares in Q3 2026, an estimated $20.4K.
  • Expedia Group made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #456 holding.
  • Portside Wealth Group first reported a position in Expedia Group in Q2 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.