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Valeo Financial Advisors’s Expedia Group EXPE Stock Holding History

Valeo Financial Advisors’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
2020
Q2 		– Sell
-200
Closed -$12K – 2061
2020
Q1 		$12K Buy
+200
New +$19.2K ﹤0.01% 1025

Other funds holding EXPE

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
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

Valeo Financial Advisors's EXPE Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Expedia Group (EXPE) in Q2 2026: 815 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in EXPE as recently as Q4 2025.

Valeo Financial Advisors first reported a position in EXPE in Q4 2017 and has held it in 19 quarters since. The position peaked at $427K in Q4 2025. 478 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Valeo Financial Advisors held 815 shares of Expedia Group worth $209K as of Q2 2026.
  • Expedia Group was a new Valeo Financial Advisors position in Q2 2026.
  • Expedia Group made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #746 holding.
  • Valeo Financial Advisors first reported a position in Expedia Group in Q4 2017 and has held it in 19 quarters since.
  • Valeo Financial Advisors's Expedia Group position peaked at $427K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.