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Gitterman Wealth Management’s Expedia Group EXPE Stock Holding History

Gitterman 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
2025
Q2 		– Sell
-1,767
Closed -$297K – 344
2025
Q1 		$297K Buy
+1,767
New +$322K 0.08% 78
2024
Q1 		– Sell
-2,558
Closed -$388K – 106
2023
Q4 		$388K Buy
+2,558
New +$313K 0.17% 36

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gitterman Wealth Management's EXPE Position: Q2 2025 in Review

Gitterman Wealth Management sold out of Expedia Group (EXPE) in Q2 2025, closing a stake of 1,767 shares — an estimated $297K sold.

Gitterman Wealth Management first reported a position in EXPE in Q4 2023 and held it in 2 quarters. The position peaked at $388K in Q4 2023. 934 funds tracked by Wall St. Rank hold EXPE as of Q2 2025.

  • Gitterman Wealth Management reported no remaining Expedia Group position as of Q2 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,767 Expedia Group shares in Q2 2025, an estimated $297K.
  • Gitterman Wealth Management first reported a position in Expedia Group in Q4 2023 and held it in 2 quarters.
  • Gitterman Wealth Management's Expedia Group position peaked at $388K in Q4 2023.
  • 934 funds tracked by Wall St. Rank held Expedia Group as of Q2 2025.

Based on Gitterman Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.