Balance Wealth
EXPE icon

Balance Wealth’s Expedia Group EXPE Stock Holding History

Balance Wealth’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 		$5.08K Buy
+19
New +$5.53K ﹤0.01% 649

Other funds holding EXPE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Balance Wealth's EXPE Position: Q3 2026 in Review

Balance Wealth opened a new position in Expedia Group (EXPE) in Q3 2026: 19 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings.

997 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Balance Wealth held 19 shares of Expedia Group worth $5.08K as of Q3 2026.
  • Expedia Group was a new Balance Wealth position in Q3 2026.
  • Expedia Group made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #649 holding.
  • 997 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.