SWM
EXPE icon

Segment Wealth Management’s Expedia Group EXPE Stock Holding History

Segment 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 		$330K Hold
1,430
– – 0.02% 258
2025
Q4 		$405K Hold
1,430
– – 0.02% 233
2025
Q3 		$306K Sell
1,430
-44
-3% -$8.84K 0.02% 247
2025
Q2 		$249K Sell
1,474
-12
-0.8% -$1.95K 0.02% 262
2025
Q1 		$250K Hold
1,486
– – 0.02% 257
2024
Q4 		$277K Hold
1,486
– – 0.02% 230
2024
Q3 		$220K Sell
1,486
-1,000
-40% -$132K 0.02% 254
2024
Q2 		$313K Buy
2,486
+740
+42% +$91.3K 0.02% 214
2024
Q1 		$241K Buy
1,746
+78
+5% +$11.1K 0.02% 233
2023
Q4 		$253K Buy
+1,668
New +$204K 0.02% 220

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