Asset Planning Inc’s Expedia Group EXPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.9K Hold
70
0.01% 218
2026
Q1
$16.1K Hold
70
0.01% 216
2025
Q4
$19.7K Buy
70
+1
+1% +$247 0.01% 204
2025
Q3
$14.8K Hold
69
0.01% 221
2025
Q2
$11.7K Hold
69
0.01% 228
2025
Q1
$11.6K Hold
69
0.01% 233
2024
Q4
$12.9K Buy
+69
New +$11.9K 0.01% 227

Other funds holding EXPE

Asset Planning Inc's EXPE Position: Q2 2026 in Review

Asset Planning Inc held its Expedia Group (EXPE) position steady in Q2 2026 at 70 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #218.

Asset Planning Inc first reported a position in EXPE in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • Asset Planning Inc held 70 shares of Expedia Group worth $17.9K as of Q2 2026.
  • Asset Planning Inc left its Expedia Group share count unchanged in Q2 2026.
  • Expedia Group made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #218 holding.
  • Asset Planning Inc first reported a position in Expedia Group in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Expedia Group position peaked at $19.7K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.