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Sowell Financial Services’s Expedia Group EXPE Stock Holding History

Sowell Financial 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
Q2 		$376K Buy
1,469
+115
+8% +$27.3K 0.01% 777
2026
Q1 		$313K Sell
1,354
-9
-0.7% -$2.21K 0.01% 823
2025
Q4 		$386K Buy
1,363
+4
+0.3% +$988 0.01% 730
2025
Q3 		$290K Sell
1,359
-1,215
-47% -$244K 0.01% 821
2025
Q2 		$434K Sell
2,574
-4
-0.2% -$649 0.02% 651
2025
Q1 		$433K Buy
+2,578
New +$470K 0.02% 621
2021
Q2 		– Sell
-1,869
Closed -$308K – 1212
2021
Q1 		$308K Sell
1,869
-138
-7% -$21.2K 0.01% 837
2020
Q4 		$266K Buy
2,007
+207
+12% +$23.3K 0.01% 743
2020
Q3 		$165K Sell
1,800
-99
-5% -$8.9K 0.01% 797
2020
Q2 		$156K Buy
1,899
+126
+7% +$9.16K 0.01% 810
2020
Q1 		$100K Sell
1,773
-1,796
-50% -$172K 0.01% 837
2019
Q4 		$386K Buy
3,569
+119
+3% +$14K 0.03% 522
2019
Q3 		$464K Buy
+3,450
New +$456K 0.04% 436
2019
Q1 		$277K Sell
2,325
-586
-20% -$71.1K 0.03% 465
2018
Q4 		$328K Buy
2,911
+628
+28% +$75.1K 0.05% 365
2018
Q3 		$298K Buy
+2,283
New +$296K 0.04% 270

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
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

Sowell Financial Services's EXPE Position: Q2 2026 in Review

Sowell Financial Services increased its Expedia Group (EXPE) stake by 8.5% in Q2 2026, buying an estimated $27.3K and bringing the position to 1,469 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #777.

Sowell Financial Services first reported a position in EXPE in Q3 2018 and has held it in 16 quarters since. The position peaked at $464K in Q3 2019. 1,123 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Sowell Financial Services held 1,469 shares of Expedia Group worth $376K as of Q2 2026.
  • Sowell Financial Services bought 115 Expedia Group shares in Q2 2026, an estimated $27.3K.
  • Expedia Group made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #777 holding.
  • Sowell Financial Services first reported a position in Expedia Group in Q3 2018 and has held it in 16 quarters since.
  • Sowell Financial Services's Expedia Group position peaked at $464K in Q3 2019.
  • 1,123 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.