Regent Peak Wealth Advisors’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
$293K Buy
1,146
+55
+5% +$13.1K 0.05% 159
2026
Q1
$252K Sell
1,091
-176
-14% -$43.2K 0.05% 165
2025
Q4
$359K Buy
1,267
+174
+16% +$43K 0.07% 120
2025
Q3
$234K Buy
+1,093
New +$219K 0.05% 167
2021
Q1
Sell
-477
Closed -$63K 420
2020
Q4
$63K Buy
+477
New +$53.8K 0.02% 277

Other funds holding EXPE

Regent Peak Wealth Advisors's EXPE Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Expedia Group (EXPE) stake by 5% in Q2 2026, buying an estimated $13.1K and bringing the position to 1,146 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #159.

Regent Peak Wealth Advisors first reported a position in EXPE in Q4 2020 and has held it in 5 quarters since. The position peaked at $359K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,146 shares of Expedia Group worth $293K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 55 Expedia Group shares in Q2 2026, an estimated $13.1K.
  • Expedia Group made up 0.05% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Regent Peak Wealth Advisors first reported a position in Expedia Group in Q4 2020 and has held it in 5 quarters since.
  • Regent Peak Wealth Advisors's Expedia Group position peaked at $359K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.