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James T. Borello RIA’s Expedia Group EXPE Stock Holding History

James T. Borello RIA’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 		$11.1K Hold
42
– – ﹤0.01% 579
2026
Q2 		$10.7K Buy
42
+6
+17% +$1.42K ﹤0.01% 574
2026
Q1 		$8.31K Buy
36
+2
+6% +$491 ﹤0.01% 616
2025
Q4 		$9.6K Buy
34
+19
+127% +$4.7K ﹤0.01% 423
2025
Q3 		$3.21K Buy
+15
New +$3.01K ﹤0.01% 627

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
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
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

James T. Borello RIA's EXPE Position: Q3 2026 in Review

James T. Borello RIA held its Expedia Group (EXPE) position steady in Q3 2026 at 42 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

James T. Borello RIA first reported a position in EXPE in Q3 2025 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • James T. Borello RIA held 42 shares of Expedia Group worth $11.1K as of Q3 2026.
  • James T. Borello RIA left its Expedia Group share count unchanged in Q3 2026.
  • Expedia Group made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #579 holding.
  • James T. Borello RIA first reported a position in Expedia Group in Q3 2025 and has held it in 5 quarters since.
  • 209 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.