Private Client Services’s Expedia Group EXPE Stock Holding History

Private Client 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
2026 Q3	$389K	Buy	+1,478	New	+$430K	0.1%	146

Other funds holding EXPE

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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 Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Private Client Services's EXPE Position: Q3 2026 in Review

Private Client Services opened a new position in Expedia Group (EXPE) in Q3 2026: 1,478 shares worth $389K. The stake represents 0.1% of the portfolio and ranks #146 among its holdings.

81 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

Private Client Services held 1,478 shares of Expedia Group worth $389K as of Q3 2026.
Expedia Group was a new Private Client Services position in Q3 2026.
Expedia Group made up 0.1% of Private Client Services's portfolio in Q3 2026, its #146 holding.
81 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.