Axxcess Wealth Management
EXPE icon

Axxcess Wealth Management’s Expedia Group EXPE Stock Holding History

Axxcess Wealth Management’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 		– Sell
-798
Closed -$204K – 1069
2026
Q2 		$204K Buy
+798
New +$190K ﹤0.01% 1004
2026
Q1 		– Sell
-816
Closed -$231K – 591
2025
Q4 		$231K Buy
+816
New +$202K ﹤0.01% 941

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
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Axxcess Wealth Management's EXPE Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Expedia Group (EXPE) in Q3 2026, closing a stake of 798 shares — an estimated $204K sold.

Axxcess Wealth Management first reported a position in EXPE in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q4 2025. 600 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Expedia Group position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 798 Expedia Group shares in Q3 2026, an estimated $204K.
  • Axxcess Wealth Management first reported a position in Expedia Group in Q4 2025 and held it in 2 quarters.
  • Axxcess Wealth Management's Expedia Group position peaked at $231K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.