GSWM
EXPE icon

Golden State Wealth Management’s Expedia Group EXPE Stock Holding History

Golden State 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
Q1 		$90K Hold
389
– – 0.01% 547
2025
Q4 		$110K Hold
389
– – 0.01% 500
2025
Q3 		$83.3K Hold
389
– – 0.01% 552
2025
Q2 		$65.7K Buy
389
+3
+0.8% +$487 0.01% 583
2025
Q1 		$65K Hold
386
– – 0.01% 535
2024
Q4 		$71.9K Buy
+386
New +$66.5K 0.01% 501
2020
Q2 		– Sell
-33
Closed -$2K – 411
2020
Q1 		$2K Buy
+33
New +$3.17K ﹤0.01% 856
2019
Q4 		– Sell
-88
Closed -$12K – 327
2019
Q3 		$12K Buy
88
+1
+1% +$132 ﹤0.01% 711
2019
Q2 		$11K Sell
87
-1
-1% -$123 ﹤0.01% 728
2019
Q1 		$10K Buy
+88
New +$10.7K ﹤0.01% 774

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