EWA
EXPE icon

EP Wealth Advisors’s Expedia Group EXPE Stock Holding History

EP Wealth Advisors’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 		$1.56M Sell
6,770
-619
-8% -$152K 0.01% 536
2025
Q4 		$2.09M Buy
+7,389
New +$1.83M 0.01% 435
2025
Q2 		$811K Sell
4,805
-14
-0.3% -$2.27K 0.01% 623
2025
Q1 		$810K Sell
4,819
-308
-6% -$56.1K 0.01% 553
2024
Q4 		$955K Hold
5,127
– – 0.01% 512
2024
Q3 		$759K Buy
+5,127
New +$679K 0.01% 569
2020
Q1 		– Sell
-21,286
Closed -$2.3M – 397
2019
Q4 		$2.3M Sell
21,286
-4,902
-19% -$575K 0.09% 126
2019
Q3 		$3.52M Sell
26,188
-1,596
-6% -$211K 0.17% 74
2019
Q2 		$3.7M Buy
+27,784
New +$3.42M 0.23% 57

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