Wealth Enhancement Advisory Services
EXPE icon

Wealth Enhancement Advisory Services’s Expedia Group EXPE Stock Holding History

Wealth Enhancement Advisory 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
Q3 		$20.7M Buy
82,242
+12,722
+18% +$3.7M 0.03% 467
2026
Q2 		$17.8M Buy
69,520
+8,665
+14% +$2.06M 0.03% 478
2026
Q1 		$13.1M Sell
60,855
-10,418
-15% -$2.56M 0.03% 506
2025
Q4 		$21.4M Buy
71,273
+10,479
+17% +$2.59M 0.03% 460
2025
Q3 		$13.1M Buy
60,794
+15,439
+34% +$3.1M 0.02% 560
2025
Q2 		$8M Buy
45,355
+13,751
+44% +$2.23M 0.01% 712
2025
Q1 		$5.31M Buy
31,604
+4,987
+19% +$908K 0.01% 815
2024
Q4 		$4.96M Buy
26,617
+16,587
+165% +$2.86M 0.01% 801
2024
Q3 		$1.48M Buy
10,030
+696
+7% +$92.2K ﹤0.01% 1200
2024
Q2 		$1.18M Sell
9,334
-4,548
-33% -$561K ﹤0.01% 1202
2024
Q1 		$1.91M Buy
13,882
+1,065
+8% +$151K ﹤0.01% 962
2023
Q4 		$1.95M Sell
12,817
-3,656
-22% -$448K 0.01% 913
2023
Q3 		$1.7M Buy
+16,473
New +$1.82M 0.01% 912
2021
Q3 		– Sell
-10,187
Closed -$1.62M – 305
2021
Q2 		$1.62M Buy
+10,187
New +$1.75M 0.03% 150
2019
Q4 		– Sell
-13,790
Closed -$1.91M – 218
2019
Q3 		$1.91M Buy
+13,790
New +$1.82M 0.08% 108

Other funds holding EXPE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's EXPE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Expedia Group (EXPE) stake by 18% in Q3 2026, buying an estimated $3.7M and bringing the position to 82,242 shares worth $20.7M. The position accounts for 0.03% of the portfolio, ranked #467.

Wealth Enhancement Advisory Services first reported a position in EXPE in Q3 2019 and has held it in 15 quarters since. The position peaked at $21.4M in Q4 2025. 656 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 82,242 shares of Expedia Group worth $20.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 12,722 Expedia Group shares in Q3 2026, an estimated $3.7M.
  • Expedia Group made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #467 holding.
  • Wealth Enhancement Advisory Services first reported a position in Expedia Group in Q3 2019 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Expedia Group position peaked at $21.4M in Q4 2025.
  • 656 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.