LI
EXPE icon

LRI Investments’s Expedia Group EXPE Stock Holding History

LRI Investments’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 		$25.6K Buy
+100
New +$23.8K ﹤0.01% 698
2025
Q1 		– Sell
-346
Closed -$64.5K – 1225
2024
Q4 		$64.5K Hold
346
– – 0.01% 494
2024
Q3 		$63.1K Hold
346
– – 0.01% 484
2024
Q2 		$43.6K Buy
+346
New +$42.7K 0.01% 492

Other funds holding EXPE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

LRI Investments's EXPE Position: Q2 2026 in Review

LRI Investments opened a new position in Expedia Group (EXPE) in Q2 2026: 100 shares worth $25.6K. The stake represents ﹤0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: LRI Investments previously reported a position in EXPE as recently as Q4 2024.

LRI Investments first reported a position in EXPE in Q2 2024 and has held it in 4 quarters since. The position peaked at $64.5K in Q4 2024. 184 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • LRI Investments held 100 shares of Expedia Group worth $25.6K as of Q2 2026.
  • Expedia Group was a new LRI Investments position in Q2 2026.
  • Expedia Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #698 holding.
  • LRI Investments first reported a position in Expedia Group in Q2 2024 and has held it in 4 quarters since.
  • LRI Investments's Expedia Group position peaked at $64.5K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.