Congress Wealth Management’s Expedia Group EXPE Stock Holding History

Congress 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
2025 Q2	$796K	Buy	4,719 +194	+4%	+$31.5K	0.01%	768
2025 Q1	$761K	Buy	4,525 +1,470	+48%	+$268K	0.01%	697
2024 Q4	$569K	Sell	3,055 -34	-1%	-$5.86K	0.01%	612
2024 Q3	$457K	Sell	3,089 -112	-3%	-$14.8K	0.01%	648
2024 Q2	$403K	Hold	3,201	–	–	0.01%	563
2024 Q1	$441K	Buy	3,201 +137	+4%	+$19.5K	0.01%	460
2023 Q4	$465K	Sell	3,064 -55	-2%	-$6.74K	0.01%	474
2023 Q3	$321K	Hold	3,119	–	–	0.01%	513
2023 Q2	$341K	Buy	+3,119	New	+$306K	0.01%	465
2022 Q2	–	Sell	-1,226	Closed	-$240K	–	572
2022 Q1	$240K	Sell	1,226 -53	-4%	-$9.92K	0.01%	552
2021 Q4	$231K	Buy	+1,279	New	+$217K	﹤0.01%	571

Other funds holding EXPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's EXPE Position: Q2 2025 in Review

Congress Wealth Management increased its Expedia Group (EXPE) stake by 4.3% in Q2 2025, buying an estimated $31.5K and bringing the position to 4,719 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #768.

Congress Wealth Management first reported a position in EXPE in Q4 2021 and has held it in 11 quarters since. 937 funds tracked by Wall St. Rank hold EXPE as of Q2 2025.

Congress Wealth Management held 4,719 shares of Expedia Group worth $796K as of Q2 2025.
Congress Wealth Management bought 194 Expedia Group shares in Q2 2025, an estimated $31.5K.
Expedia Group made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #768 holding.
Congress Wealth Management first reported a position in Expedia Group in Q4 2021 and has held it in 11 quarters since.
937 funds tracked by Wall St. Rank held Expedia Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.