SMA
EXPE icon

Sage Mountain Advisors’s Expedia Group EXPE Stock Holding History

Sage Mountain 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
Q1 		– Sell
-1,671
Closed -$473K – 387
2025
Q4 		$473K Buy
1,671
+322
+24% +$79.6K 0.03% 285
2025
Q3 		$288K Buy
+1,349
New +$271K 0.02% 377
2025
Q2 		– Sell
-1,398
Closed -$235K – 513
2025
Q1 		$235K Buy
+1,398
New +$255K 0.02% 345

Other funds holding EXPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sage Mountain Advisors's EXPE Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Expedia Group (EXPE) in Q1 2026, closing a stake of 1,671 shares — an estimated $473K sold.

Sage Mountain Advisors first reported a position in EXPE in Q1 2025 and held it in 3 quarters. The position peaked at $473K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold EXPE as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Expedia Group position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,671 Expedia Group shares in Q1 2026, an estimated $473K.
  • Sage Mountain Advisors first reported a position in Expedia Group in Q1 2025 and held it in 3 quarters.
  • Sage Mountain Advisors's Expedia Group position peaked at $473K in Q4 2025.
  • 1,107 funds tracked by Wall St. Rank held Expedia Group as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.