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Simplicity Wealth’s Expedia Group EXPE Stock Holding History

Simplicity Wealth’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 		– Sell
-1,387
Closed -$296K – 720
2025
Q3 		$296K Sell
1,387
-647
-32% -$130K 0.02% 570
2025
Q2 		$343K Buy
+2,034
New +$330K 0.01% 521
2025
Q1 		– Sell
-1,311
Closed -$244K – 575
2024
Q4 		$244K Buy
+1,311
New +$226K 0.05% 269
2024
Q3 		– Sell
-1,974
Closed -$249K – 719
2024
Q2 		$249K Sell
1,974
-53
-3% -$6.54K 0.01% 1015
2024
Q1 		$279K Buy
+2,027
New +$288K 0.01% 942

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Simplicity Wealth's EXPE Position: Q4 2025 in Review

Simplicity Wealth sold out of Expedia Group (EXPE) in Q4 2025, closing a stake of 1,387 shares — an estimated $296K sold.

Simplicity Wealth first reported a position in EXPE in Q1 2024 and held it in 5 quarters. The position peaked at $343K in Q2 2025. 1,155 funds tracked by Wall St. Rank hold EXPE as of Q4 2025.

  • Simplicity Wealth reported no remaining Expedia Group position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 1,387 Expedia Group shares in Q4 2025, an estimated $296K.
  • Simplicity Wealth first reported a position in Expedia Group in Q1 2024 and held it in 5 quarters.
  • Simplicity Wealth's Expedia Group position peaked at $343K in Q2 2025.
  • 1,155 funds tracked by Wall St. Rank held Expedia Group as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.