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SHP Wealth Management’s Expedia Group EXPE Stock Holding History

SHP Wealth Management’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
Q2 		$16K Sell
63
-12
-16% -$2.85K ﹤0.01% 844
2026
Q1 		$17.2K Buy
75
+16
+27% +$3.93K ﹤0.01% 767
2025
Q4 		$16.6K Buy
+59
New +$14.6K ﹤0.01% 726

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 $3.38T AUM 44.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SHP Wealth Management's EXPE Position: Q2 2026 in Review

SHP Wealth Management reduced its Expedia Group (EXPE) stake by 16% in Q2 2026, selling an estimated $2.85K and leaving 63 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

SHP Wealth Management first reported a position in EXPE in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.2K in Q1 2026. 1,127 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • SHP Wealth Management held 63 shares of Expedia Group worth $16K as of Q2 2026.
  • SHP Wealth Management sold 12 Expedia Group shares in Q2 2026, an estimated $2.85K.
  • Expedia Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #844 holding.
  • SHP Wealth Management first reported a position in Expedia Group in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Expedia Group position peaked at $17.2K in Q1 2026.
  • 1,127 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.