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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return