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Unique Wealth Strategies’s Expedia Group EXPE Stock Holding History

Unique Wealth Strategies’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 		$715K Sell
2,792
-207
-7% -$49.2K 0.26% 101
2026
Q1 		$692K Buy
2,999
+530
+21% +$130K 0.28% 87
2025
Q4 		$699K Sell
2,469
-769
-24% -$190K 0.27% 95
2025
Q3 		$692K Sell
3,238
-621
-16% -$125K 0.27% 99
2025
Q2 		$651K Buy
+3,859
New +$626K 0.27% 93
2024
Q3 		– Sell
-88
Closed -$12.1K – 367
2024
Q2 		$12.1K Buy
+88
New +$10.9K 0.01% 299

Other funds holding EXPE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Unique Wealth Strategies's EXPE Position: Q2 2026 in Review

Unique Wealth Strategies reduced its Expedia Group (EXPE) stake by 6.9% in Q2 2026, selling an estimated $49.2K and leaving 2,792 shares worth $715K. The position accounts for 0.26% of the portfolio, ranked #101.

Unique Wealth Strategies first reported a position in EXPE in Q2 2024 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Unique Wealth Strategies held 2,792 shares of Expedia Group worth $715K as of Q2 2026.
  • Unique Wealth Strategies sold 207 Expedia Group shares in Q2 2026, an estimated $49.2K.
  • Expedia Group made up 0.26% of Unique Wealth Strategies's portfolio in Q2 2026, its #101 holding.
  • Unique Wealth Strategies first reported a position in Expedia Group in Q2 2024 and has held it in 6 quarters since.
  • 226 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.