United Capital Financial Advisors’s Expedia Group EXPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.32M | Buy |
5,153
+7
| +0.1% | +$1.66K | 0.01% | 707 |
|
|
2026
Q1 | $1.19M | Buy |
5,146
+1,991
| +63% | +$489K | 0.01% | 696 |
|
|
2025
Q4 | $894K | Buy |
3,155
+234
| +8% | +$57.8K | 0.01% | 777 |
|
|
2025
Q3 | $624K | Sell |
2,921
-38
| -1% | -$7.63K | ﹤0.01% | 795 |
|
|
2025
Q2 | $499K | Buy |
2,959
+385
| +15% | +$62.5K | ﹤0.01% | 782 |
|
|
2025
Q1 | $433K | Buy |
2,574
+214
| +9% | +$39K | ﹤0.01% | 791 |
|
|
2024
Q4 | $440K | Buy |
2,360
+15
| +0.6% | +$2.58K | ﹤0.01% | 771 |
|
|
2024
Q3 | $347K | Sell |
2,345
-41
| -2% | -$5.43K | ﹤0.01% | 830 |
|
|
2024
Q2 | $301K | Sell |
2,386
-283
| -11% | -$34.9K | ﹤0.01% | 851 |
|
|
2024
Q1 | $368K | Sell |
2,669
-126
| -5% | -$17.9K | ﹤0.01% | 817 |
|
|
2023
Q4 | $424K | Buy |
+2,795
| New | +$342K | ﹤0.01% | 770 |
|
|
2022
Q1 | – | Sell |
-1,460
| Closed | -$264K | – | 1178 |
|
|
2021
Q4 | $264K | Buy |
+1,460
| New | +$248K | ﹤0.01% | 1071 |
|
|
2020
Q3 | – | Sell |
-4,659
| Closed | -$383K | – | 1176 |
|
|
2020
Q2 | $383K | Sell |
4,659
-743
| -14% | -$54K | ﹤0.01% | 946 |
|
|
2020
Q1 | $304K | Sell |
5,402
-133,632
| -96% | -$12.8M | ﹤0.01% | 967 |
|
|
2019
Q4 | $15M | Buy |
139,034
+18,637
| +15% | +$2.19M | 0.1% | 244 |
|
|
2019
Q3 | $16.2M | Sell |
120,397
-4,431
| -4% | -$585K | 0.11% | 223 |
|
|
2019
Q2 | $16.6M | Buy |
124,828
+878
| +0.7% | +$108K | 0.11% | 204 |
|
|
2019
Q1 | $14.8M | Buy |
123,950
+896
| +0.7% | +$109K | 0.1% | 220 |
|
|
2018
Q4 | $13.9M | Sell |
123,054
-1,975
| -2% | -$236K | 0.11% | 192 |
|
|
2018
Q3 | $16.3M | Sell |
125,029
-1,228
| -1% | -$159K | 0.11% | 200 |
|
|
2018
Q2 | $15.2M | Sell |
126,257
-2,764
| -2% | -$319K | 0.11% | 201 |
|
|
2018
Q1 | $14.2M | Buy |
129,021
+8,105
| +7% | +$943K | 0.11% | 209 |
|
|
2017
Q4 | $14.5M | Buy |
120,916
+2,310
| +2% | +$300K | 0.11% | 212 |
|
|
2017
Q3 | $17.1M | Buy |
118,606
+586
| +0.5% | +$86.8K | 0.14% | 162 |
|
|
2017
Q2 | $17.6M | Sell |
118,020
-464
| -0.4% | -$65.1K | 0.16% | 148 |
|
|
2017
Q1 | $14.9M | Sell |
118,484
-152
| -0.1% | -$18.6K | 0.14% | 169 |
|
|
2016
Q4 | $13.4M | Sell |
118,636
-1,653
| -1% | -$202K | 0.13% | 176 |
|
|
2016
Q3 | $14M | Sell |
120,289
-5,308
| -4% | -$600K | 0.14% | 174 |
|
|
2016
Q2 | $13.3M | Buy |
125,597
+427
| +0.3% | +$46.4K | 0.14% | 166 |
|
|
2016
Q1 | $13.5M | Buy |
125,170
+5,419
| +5% | +$578K | 0.15% | 145 |
|
|
2015
Q4 | $14.9M | Sell |
119,751
-10,533
| -8% | -$1.33M | 0.17% | 129 |
|
|
2015
Q3 | $15.3M | Sell |
130,284
-2,121
| -2% | -$244K | 0.18% | 106 |
|
|
2015
Q2 | $14.5M | Sell |
132,405
-3,963
| -3% | -$410K | 0.17% | 136 |
|
|
2015
Q1 | $12.8M | Buy |
136,368
+4,060
| +3% | +$360K | 0.16% | 157 |
|
|
2014
Q4 | $11.3M | Buy |
132,308
+43,097
| +48% | +$3.65M | 0.17% | 149 |
|
|
2014
Q3 | $7.82M | Buy |
89,211
+1,566
| +2% | +$131K | 0.14% | 184 |
|
|
2014
Q2 | $6.9M | Buy |
87,645
+2,859
| +3% | +$208K | 0.13% | 198 |
|
|
2014
Q1 | $6.15M | Buy |
84,786
+2,564
| +3% | +$186K | 0.13% | 182 |
|
|
2013
Q4 | $5.73M | Buy |
82,222
+11,796
| +17% | +$694K | 0.2% | 136 |
|
|
2013
Q3 | $3.65M | Sell |
70,426
-2,783
| -4% | -$149K | 0.12% | 178 |
|
|
2013
Q2 | $4.4M | Buy |
+73,209
| New | +$4.34M | 0.12% | 209 |
|
Other funds holding EXPE
WPL
United Capital Financial Advisors's EXPE Position: Q2 2026 in Review
United Capital Financial Advisors increased its Expedia Group (EXPE) stake by 0.14% in Q2 2026, buying an estimated $1.66K and bringing the position to 5,153 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #707.
United Capital Financial Advisors first reported a position in EXPE in Q2 2013 and has held it in 41 quarters since. The position peaked at $17.6M in Q2 2017. 1,122 funds tracked by Wall St. Rank hold EXPE as of Q2 2026.
- United Capital Financial Advisors held 5,153 shares of Expedia Group worth $1.32M as of Q2 2026.
- United Capital Financial Advisors bought 7 Expedia Group shares in Q2 2026, an estimated $1.66K.
- Expedia Group made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #707 holding.
- United Capital Financial Advisors first reported a position in Expedia Group in Q2 2013 and has held it in 41 quarters since.
- United Capital Financial Advisors's Expedia Group position peaked at $17.6M in Q2 2017.
- 1,122 funds tracked by Wall St. Rank held Expedia Group as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.