True Wealth Design
EXPE icon

True Wealth Design’s Expedia Group EXPE Stock Holding History

True Wealth Design’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 		$284K Buy
1,077
+55
+5% +$16K 0.07% 83
2026
Q2 		$262K Buy
1,022
+60
+6% +$14.3K 0.06% 80
2026
Q1 		$222K Sell
962
-420
-30% -$103K 0.06% 82
2025
Q4 		$392K Buy
1,382
+45
+3% +$11.1K 0.11% 37
2025
Q3 		$286K Buy
1,337
+699
+110% +$140K 0.09% 44
2025
Q2 		$108K Buy
638
+225
+54% +$36.5K 0.04% 100
2025
Q1 		$69.4K Buy
413
+75
+22% +$13.7K 0.03% 144
2024
Q4 		$63K Buy
338
+294
+668% +$50.7K 0.02% 128
2024
Q3 		$6.51K Buy
44
+35
+389% +$4.64K ﹤0.01% 503
2024
Q2 		$1.13K Buy
9
+3
+50% +$370 ﹤0.01% 483
2024
Q1 		$827 Buy
6
+2
+50% +$284 ﹤0.01% 506
2023
Q4 		$608 Buy
4
+2
+100% +$245 ﹤0.01% 428
2023
Q3 		$207 Hold
2
– – ﹤0.01% 630
2023
Q2 		$219 Sell
2
-21
-91% -$2.06K ﹤0.01% 637
2023
Q1 		$2.23K Buy
23
+22
+2,200% +$2.31K ﹤0.01% 331
2022
Q4 		$88 Buy
+1
New +$95 ﹤0.01% 744

Other funds holding EXPE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

True Wealth Design's EXPE Position: Q3 2026 in Review

True Wealth Design increased its Expedia Group (EXPE) stake by 5.4% in Q3 2026, buying an estimated $16K and bringing the position to 1,077 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #83.

True Wealth Design first reported a position in EXPE in Q4 2022 and has held it in 16 quarters since. The position peaked at $392K in Q4 2025. 212 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • True Wealth Design held 1,077 shares of Expedia Group worth $284K as of Q3 2026.
  • True Wealth Design bought 55 Expedia Group shares in Q3 2026, an estimated $16K.
  • Expedia Group made up 0.07% of True Wealth Design's portfolio in Q3 2026, its #83 holding.
  • True Wealth Design first reported a position in Expedia Group in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Expedia Group position peaked at $392K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.