DWM
EXPE icon

Dynasty Wealth Management’s Expedia Group EXPE Stock Holding History

Dynasty 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
Q1 		$684K Sell
2,961
-163
-5% -$40K 0.01% 208
2025
Q4 		$885K Buy
3,124
+294
+10% +$72.6K 0.01% 195
2025
Q3 		$605K Sell
2,830
-64
-2% -$12.9K 0.01% 207
2025
Q2 		$488K Sell
2,894
-62
-2% -$10.1K 0.01% 184
2025
Q1 		$497K Sell
2,956
-121
-4% -$22K 0.01% 199
2024
Q4 		$573K Sell
3,077
-102
-3% -$17.6K 0.01% 195
2024
Q3 		$471K Buy
3,179
+45
+1% +$5.96K 0.01% 180
2024
Q2 		$395K Buy
3,134
+508
+19% +$62.6K 0.01% 201
2024
Q1 		$362K Buy
+2,626
New +$373K 0.01% 210

Other funds holding EXPE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return