Private Wealth Management Group’s Expedia Group EXPE Stock Holding History

Private Wealth Management Group’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	$29K	Hold	110	–	–	0.01%	327
2026 Q2	$28.1K	Hold	110	–	–	0.01%	305
2026 Q1	$25.4K	Sell	110 -1	-0.9%	-$246	0.01%	277
2025 Q4	$31.4K	Hold	111	–	–	0.01%	250
2025 Q3	$23.7K	Hold	111	–	–	0.01%	292
2025 Q2	$18.7K	Hold	111	–	–	0.01%	318
2025 Q1	$18.7K	Hold	111	–	–	0.01%	311
2024 Q4	$20.7K	Hold	111	–	–	0.01%	293
2024 Q3	$16.4K	Sell	111 -14	-11%	-$1.86K	0.01%	335
2024 Q2	$15.7K	Buy	125 +65	+108%	+$8.02K	0.01%	329
2024 Q1	$8.26K	Sell	60 -7	-10%	-$995	﹤0.01%	464
2023 Q4	$10.2K	Buy	+67	New	+$8.2K	0.01%	401

Other funds holding EXPE

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

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

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Private Wealth Management Group's EXPE Position: Q3 2026 in Review

Private Wealth Management Group held its Expedia Group (EXPE) position steady in Q3 2026 at 110 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #327.

Private Wealth Management Group first reported a position in EXPE in Q4 2023 and has held it in 12 quarters since. The position peaked at $31.4K in Q4 2025. 407 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

Private Wealth Management Group held 110 shares of Expedia Group worth $29K as of Q3 2026.
Private Wealth Management Group left its Expedia Group share count unchanged in Q3 2026.
Expedia Group made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #327 holding.
Private Wealth Management Group first reported a position in Expedia Group in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Expedia Group position peaked at $31.4K in Q4 2025.
407 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.