MWM
EXPE icon

MGB Wealth Management’s Expedia Group EXPE Stock Holding History

MGB 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
Q4 		$563K Buy
1,987
+87
+5% +$21.5K 0.16% 116
2025
Q3 		$407K Hold
1,900
– – 0.12% 148
2025
Q2 		$321K Buy
+1,900
New +$308K 0.11% 167

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

MGB Wealth Management's EXPE Position: Q4 2025 in Review

MGB Wealth Management increased its Expedia Group (EXPE) stake by 4.6% in Q4 2025, buying an estimated $21.5K and bringing the position to 1,987 shares worth $563K. The position accounts for 0.16% of the portfolio, ranked #116.

MGB Wealth Management first reported a position in EXPE in Q2 2025 and has held it in 3 quarters since. 1,154 funds tracked by Wall St. Rank hold EXPE as of Q4 2025.

  • MGB Wealth Management held 1,987 shares of Expedia Group worth $563K as of Q4 2025.
  • MGB Wealth Management bought 87 Expedia Group shares in Q4 2025, an estimated $21.5K.
  • Expedia Group made up 0.16% of MGB Wealth Management's portfolio in Q4 2025, its #116 holding.
  • MGB Wealth Management first reported a position in Expedia Group in Q2 2025 and has held it in 3 quarters since.
  • 1,154 funds tracked by Wall St. Rank held Expedia Group as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.