GoalVest Advisory’s Expedia Group EXPE Stock Holding History

GoalVest Advisory’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	$2.11K	Buy	+8	New	+$2.33K	﹤0.01%	648
2022 Q2	–	Sell	-2	Closed	–	–	383
2022 Q1	$0	Buy	+2	New	+$374	﹤0.01%	416

Other funds holding EXPE

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return

GoalVest Advisory's EXPE Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Expedia Group (EXPE) in Q3 2026: 8 shares worth $2.11K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in EXPE as recently as Q1 2022.

GoalVest Advisory first reported a position in EXPE in Q1 2022 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold EXPE as of Q3 2026.

GoalVest Advisory held 8 shares of Expedia Group worth $2.11K as of Q3 2026.
Expedia Group was a new GoalVest Advisory position in Q3 2026.
Expedia Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #648 holding.
GoalVest Advisory first reported a position in Expedia Group in Q1 2022 and has held it in 2 quarters since.
48 funds tracked by Wall St. Rank held Expedia Group as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.