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 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	–	404
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	–	548
2017 Q1	$126K	Buy	+1,000	New	+$122K	0.04%	146

Other funds holding EXPE

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return