Valeo Financial Advisors’s Expedia Group EXPE Stock Holding History

Valeo Financial Advisors’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 Q2	$209K	Buy	+815	New	+$194K	﹤0.01%	746
2026 Q1	–	Sell	-1,508	Closed	-$427K	–	801
2025 Q4	$427K	Buy	1,508 +142	+10%	+$35.1K	0.01%	504
2025 Q3	$292K	Sell	1,366 -6	-0.4%	-$1.21K	0.01%	616
2025 Q2	$231K	Buy	+1,372	New	+$223K	0.01%	662
2025 Q1	–	Sell	-1,074	Closed	-$200K	–	714
2024 Q4	$200K	Buy	+1,074	New	+$185K	0.01%	666
2021 Q2	–	Sell	-152	Closed	-$26K	–	941
2021 Q1	$26K	Buy	152 +2	+1%	+$308	﹤0.01%	1078
2020 Q4	$20K	Hold	150	–	–	﹤0.01%	1026
2020 Q3	$14K	Sell	150 -12	-7%	-$1.08K	﹤0.01%	999
2020 Q2	$13K	Hold	162	–	–	﹤0.01%	1189
2020 Q1	$10K	Sell	162 -489	-75%	-$47K	﹤0.01%	1088
2019 Q4	$70K	Hold	651	–	–	0.01%	535
2019 Q3	$88K	Buy	651 +91	+16%	+$12K	0.01%	463
2019 Q2	$74K	Hold	560	–	–	0.01%	495
2019 Q1	$67K	Hold	560	–	–	0.01%	500
2018 Q4	$63K	Hold	560	–	–	0.01%	469
2018 Q3	$70K	Buy	560 +410	+273%	+$53.2K	0.01%	478
2018 Q2	$20K	Hold	150	–	–	﹤0.01%	762
2018 Q1	$17K	Hold	150	–	–	﹤0.01%	755
2017 Q4	$18K	Buy	+150	New	+$19.5K	﹤0.01%	692

Other funds holding EXPE

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return