Jeppson Wealth Management’s Expedia Group EXPE Stock Holding History

Jeppson 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	$340K	Sell	1,289 -3	-0.2%	-$873	0.1%	178
2026 Q2	$331K	Hold	1,292	–	–	0.1%	181
2026 Q1	$298K	Sell	1,292 -1	-0.1%	-$246	0.09%	175
2025 Q4	$366K	Sell	1,293 -1	-0.1%	-$247	0.12%	150
2025 Q3	$277K	Hold	1,294	–	–	0.09%	178
2025 Q2	$218K	Hold	1,294	–	–	0.08%	196
2025 Q1	$218K	Hold	1,294	–	–	0.08%	187
2024 Q4	$241K	Buy	+1,294	New	+$223K	0.09%	177
2024 Q1	–	Sell	-1,389	Closed	-$211K	–	211
2023 Q4	$211K	Buy	+1,389	New	+$170K	0.09%	191
2020 Q4	–	Sell	-647	Closed	-$59K	–	229
2020 Q3	$59K	Buy	+647	New	+$58.2K	0.05%	208

Other funds holding EXPE

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Jeppson Wealth Management reduced its Expedia Group (EXPE) stake by 0.23% in Q3 2026, selling an estimated $873 and leaving 1,289 shares worth $340K. The position accounts for 0.1% of the portfolio, ranked #178.

Jeppson Wealth Management first reported a position in EXPE in Q3 2020 and has held it in 10 quarters since. The position peaked at $366K in Q4 2025. 558 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

Jeppson Wealth Management held 1,289 shares of Expedia Group worth $340K as of Q3 2026.
Jeppson Wealth Management sold 3 Expedia Group shares in Q3 2026, an estimated $873.
Expedia Group made up 0.1% of Jeppson Wealth Management's portfolio in Q3 2026, its #178 holding.
Jeppson Wealth Management first reported a position in Expedia Group in Q3 2020 and has held it in 10 quarters since.
Jeppson Wealth Management's Expedia Group position peaked at $366K in Q4 2025.
558 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.