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Curated Wealth Partners’s American Express AXP Stock Holding History

Curated Wealth Partners’s Portfolio AXP Stock Details AXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-640
Closed -$204K – 159
2025
Q2 		$204K Buy
+640
New +$180K 0.02% 155

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Curated Wealth Partners's AXP Position: Q3 2025 in Review

Curated Wealth Partners sold out of American Express (AXP) in Q3 2025, closing a stake of 640 shares — an estimated $204K sold.

Curated Wealth Partners first reported a position in AXP in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 2,757 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

  • Curated Wealth Partners reported no remaining American Express position as of Q3 2025 after selling out during the quarter.
  • Curated Wealth Partners sold 640 American Express shares in Q3 2025, an estimated $204K.
  • Curated Wealth Partners first reported a position in American Express in Q2 2025 and held it in 1 quarter.
  • Curated Wealth Partners's American Express position peaked at $204K in Q2 2025.
  • 2,757 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Curated Wealth Partners's 13F filing for Q3 2025, filed 9 Oct 2025.