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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's EXPE Position: Q1 2026 in Review

SHP Wealth Management increased its Expedia Group (EXPE) stake by 27% in Q1 2026, buying an estimated $3.93K and bringing the position to 75 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

SHP Wealth Management first reported a position in EXPE in Q4 2025 and has held it in 2 quarters since. 1,102 funds tracked by Wall St. Rank hold EXPE as of Q1 2026.

  • SHP Wealth Management held 75 shares of Expedia Group worth $17.2K as of Q1 2026.
  • SHP Wealth Management bought 16 Expedia Group shares in Q1 2026, an estimated $3.93K.
  • Expedia Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #767 holding.
  • SHP Wealth Management first reported a position in Expedia Group in Q4 2025 and has held it in 2 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Expedia Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.