Edge Wealth Management
EXPE icon

Edge Wealth Management’s Expedia Group EXPE Stock Holding History

Edge 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 		$295K Buy
1,120
+33
+3% +$9.6K 0.04% 66
2026
Q2 		$278K Buy
1,087
+99
+10% +$23.5K 0.05% 67
2026
Q1 		$228K Buy
988
+181
+22% +$44.5K 0.04% 74
2025
Q4 		$229K Buy
+807
New +$199K 0.04% 73
2022
Q1 		– Sell
-7
Closed -$1K – 229
2021
Q4 		$1K Hold
7
– – ﹤0.01% 464
2021
Q3 		$1K Buy
+7
New +$1.08K ﹤0.01% 484
2020
Q4 		– Sell
-100
Closed -$9K – 403
2020
Q3 		$9K Hold
100
– – ﹤0.01% 324
2020
Q2 		$8K Buy
+100
New +$7.27K ﹤0.01% 488
2017
Q2 		– Sell
-1,000
Closed -$126K – 547
2017
Q1 		$126K Buy
+1,000
New +$122K 0.04% 146

Other funds holding EXPE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

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

Edge Wealth Management increased its Expedia Group (EXPE) stake by 3% in Q3 2026, buying an estimated $9.6K and bringing the position to 1,120 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #66.

Edge Wealth Management first reported a position in EXPE in Q1 2017 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Edge Wealth Management held 1,120 shares of Expedia Group worth $295K as of Q3 2026.
  • Edge Wealth Management bought 33 Expedia Group shares in Q3 2026, an estimated $9.6K.
  • Expedia Group made up 0.04% of Edge Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Edge Wealth Management first reported a position in Expedia Group in Q1 2017 and has held it in 9 quarters since.
  • 212 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

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