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Optimum Investment Advisors’s Expedia Group EXPE Stock Holding History

Optimum Investment 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
2020
Q4 		– Sell
-1,300
Closed -$8K – 896
2020
Q3 		$8K Buy
+1,300
New +$117K ﹤0.01% 717

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Optimum Investment Advisors's EXPE Position: Q3 2025 in Review

Optimum Investment Advisors held its Expedia Group (EXPE) position steady in Q3 2025 at 12 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Optimum Investment Advisors first reported a position in EXPE in Q3 2013 and has held it in 38 quarters since. The position peaked at $1.45M in Q2 2019. 1,007 funds tracked by Wall St. Rank hold EXPE as of Q3 2025.

  • Optimum Investment Advisors held 12 shares of Expedia Group worth $2.56K as of Q3 2025.
  • Optimum Investment Advisors left its Expedia Group share count unchanged in Q3 2025.
  • Expedia Group made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #570 holding.
  • Optimum Investment Advisors first reported a position in Expedia Group in Q3 2013 and has held it in 38 quarters since.
  • Optimum Investment Advisors's Expedia Group position peaked at $1.45M in Q2 2019.
  • 1,007 funds tracked by Wall St. Rank held Expedia Group as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.