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Stonehaven Wealth & Tax Solutions’s Expedia Group EXPE Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$532K Buy
2,079
+233
+13% +$55.3K 0.43% 41
2026
Q1 		$426K Buy
+1,846
New +$453K 0.38% 44

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

Stonehaven Wealth & Tax Solutions's EXPE Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Expedia Group (EXPE) stake by 13% in Q2 2026, buying an estimated $55.3K and bringing the position to 2,079 shares worth $532K. The position accounts for 0.43% of the portfolio, ranked #41.

Stonehaven Wealth & Tax Solutions first reported a position in EXPE in Q1 2026 and has held it in 2 quarters since. 1,125 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 2,079 shares of Expedia Group worth $532K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions bought 233 Expedia Group shares in Q2 2026, an estimated $55.3K.
  • Expedia Group made up 0.43% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #41 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Expedia Group in Q1 2026 and has held it in 2 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.