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LVW Advisors’s Expedia Group EXPE Stock Holding History

LVW Advisors’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 		$1.03M Sell
4,033
-782
-16% -$186K 0.09% 127
2026
Q1 		$1.11M Buy
+4,815
New +$1.18M 0.11% 106
2022
Q2 		– Sell
-2,259
Closed -$442K – 234
2022
Q1 		$442K Hold
2,259
– – 0.07% 159
2021
Q4 		$408K Buy
2,259
+666
+42% +$113K 0.07% 167
2021
Q3 		$261K Buy
+1,593
New +$246K 0.05% 207

Other funds holding EXPE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LVW Advisors's EXPE Position: Q2 2026 in Review

LVW Advisors reduced its Expedia Group (EXPE) stake by 16% in Q2 2026, selling an estimated $186K and leaving 4,033 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #127.

LVW Advisors first reported a position in EXPE in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.11M in Q1 2026. 417 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.

  • LVW Advisors held 4,033 shares of Expedia Group worth $1.03M as of Q2 2026.
  • LVW Advisors sold 782 Expedia Group shares in Q2 2026, an estimated $186K.
  • Expedia Group made up 0.09% of LVW Advisors's portfolio in Q2 2026, its #127 holding.
  • LVW Advisors first reported a position in Expedia Group in Q3 2021 and has held it in 5 quarters since.
  • LVW Advisors's Expedia Group position peaked at $1.11M in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.