Empirical Wealth Management
EXPE icon

Empirical Wealth Management’s Expedia Group EXPE Stock Holding History

Empirical 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 		$1.78M Buy
6,760
+2,029
+43% +$591K 0.02% 316
2026
Q2 		$1.21M Buy
4,731
+471
+11% +$112K 0.02% 359
2026
Q1 		$984K Buy
4,260
+833
+24% +$205K 0.02% 361
2025
Q4 		$971K Buy
3,427
+2,400
+234% +$593K 0.02% 340
2025
Q3 		$220K Buy
+1,027
New +$206K ﹤0.01% 726

Other funds holding EXPE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Empirical Wealth Management increased its Expedia Group (EXPE) stake by 43% in Q3 2026, buying an estimated $591K and bringing the position to 6,760 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #316.

Empirical Wealth Management first reported a position in EXPE in Q3 2025 and has held it in 5 quarters since. 727 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Empirical Wealth Management held 6,760 shares of Expedia Group worth $1.78M as of Q3 2026.
  • Empirical Wealth Management bought 2,029 Expedia Group shares in Q3 2026, an estimated $591K.
  • Expedia Group made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #316 holding.
  • Empirical Wealth Management first reported a position in Expedia Group in Q3 2025 and has held it in 5 quarters since.
  • 727 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

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