WPW
EXPE icon

Waldron Private Wealth’s Expedia Group EXPE Stock Holding History

Waldron Private 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
2026
Q1 		$255K Buy
1,105
+6
+0.5% +$1.47K 0.01% 294
2025
Q4 		$311K Hold
1,099
– – 0.01% 267
2025
Q3 		$235K Buy
+1,099
New +$221K 0.01% 289
2025
Q1 		– Sell
-1,239
Closed -$231K – 345
2024
Q4 		$231K Buy
+1,239
New +$213K 0.01% 380
2024
Q3 		– Sell
-1,797
Closed -$226K – 496
2024
Q2 		$226K Buy
1,797
+52
+3% +$6.41K 0.01% 373
2024
Q1 		$240K Buy
+1,745
New +$248K 0.01% 359
2022
Q2 		– Sell
-1,490
Closed -$291K – 390
2022
Q1 		$291K Buy
1,490
+377
+34% +$70.5K 0.01% 322
2021
Q4 		$201K Buy
+1,113
New +$189K 0.01% 363

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