LifePlan Financial’s Expedia Group EXPE Stock Holding History

LifePlan Financial’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 Q2	$968K	Sell	3,783 -310	-8%	-$73.6K	0.68%	43
2026 Q1	$945K	Sell	4,093 -291	-7%	-$71.5K	0.7%	48
2025 Q4	$1.24M	Sell	4,384 -109	-2%	-$26.9K	0.95%	31
2025 Q3	$960K	Buy	4,493 +2,027	+82%	+$407K	0.76%	43
2025 Q2	$416K	Sell	2,466 -66	-3%	-$10.7K	0.34%	69
2025 Q1	$426K	Sell	2,532 -368	-13%	-$67K	0.37%	68
2024 Q4	$540K	Sell	2,900 -486	-14%	-$83.7K	0.48%	59
2024 Q3	$501K	Sell	3,386 -109	-3%	-$14.4K	0.43%	62
2024 Q2	$440K	Sell	3,495 -92	-3%	-$11.3K	0.41%	61
2024 Q1	$494K	Sell	3,587 -140	-4%	-$19.9K	0.45%	63
2023 Q4	$566K	Buy	+3,727	New	+$456K	0.57%	54

Other funds holding EXPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LifePlan Financial's EXPE Position: Q2 2026 in Review

LifePlan Financial reduced its Expedia Group (EXPE) stake by 7.6% in Q2 2026, selling an estimated $73.6K and leaving 3,783 shares worth $968K. The position accounts for 0.68% of the portfolio, ranked #43.

LifePlan Financial first reported a position in EXPE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q4 2025. 1,127 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

LifePlan Financial held 3,783 shares of Expedia Group worth $968K as of Q2 2026.
LifePlan Financial sold 310 Expedia Group shares in Q2 2026, an estimated $73.6K.
Expedia Group made up 0.68% of LifePlan Financial's portfolio in Q2 2026, its #43 holding.
LifePlan Financial first reported a position in Expedia Group in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's Expedia Group position peaked at $1.24M in Q4 2025.
1,127 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.