Cornerstone Planning Group
EXPE icon

Cornerstone Planning Group’s Expedia Group EXPE Stock Holding History

Cornerstone Planning Group’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 		$222K Sell
808
-69
-8% -$20.1K 0.03% 162
2026
Q2 		$229K Sell
877
-3
-0.3% -$713 0.03% 162
2026
Q1 		$219K Buy
880
+11
+1% +$2.7K 0.03% 162
2025
Q4 		$231K Buy
869
+101
+13% +$25K 0.04% 126
2025
Q3 		$169K Hold
768
– – 0.03% 147
2025
Q2 		$140K Hold
768
– – 0.03% 110
2025
Q1 		$120K Buy
768
+765
+25,500% +$139K 0.03% 128
2024
Q4 		$507 Buy
3
+2
+200% +$345 ﹤0.01% 1131
2024
Q3 		$159 Hold
1
– – ﹤0.01% 1240
2024
Q2 		$113 Hold
1
– – ﹤0.01% 1198
2024
Q1 		$116 Hold
1
– – ﹤0.01% 1039
2023
Q4 		$152 Hold
1
– – ﹤0.01% 878
2023
Q3 		$103 Buy
+1
New +$110 ﹤0.01% 1096

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

Cornerstone Planning Group's EXPE Position: Q3 2026 in Review

Cornerstone Planning Group reduced its Expedia Group (EXPE) stake by 7.9% in Q3 2026, selling an estimated $20.1K and leaving 808 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #162.

Cornerstone Planning Group first reported a position in EXPE in Q3 2023 and has held it in 13 quarters since. The position peaked at $231K in Q4 2025. 209 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

  • Cornerstone Planning Group held 808 shares of Expedia Group worth $222K as of Q3 2026.
  • Cornerstone Planning Group sold 69 Expedia Group shares in Q3 2026, an estimated $20.1K.
  • Expedia Group made up 0.03% of Cornerstone Planning Group's portfolio in Q3 2026, its #162 holding.
  • Cornerstone Planning Group first reported a position in Expedia Group in Q3 2023 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Expedia Group position peaked at $231K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.