CWP
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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
2026
Q2 		$192K Buy
+275,494
New +$88.2M 0.02% 517
2025
Q3 		– Sell
-640
Closed -$204K – 159
2025
Q2 		$204K Buy
+640
New +$180K 0.02% 155

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners's AXP Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in American Express (AXP) in Q2 2026: 275,494 shares worth $192K. The stake represents 0.02% of the portfolio and ranks #517 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in AXP as recently as Q2 2025.

Curated Wealth Partners first reported a position in AXP in Q2 2025 and has held it in 2 quarters since. The position peaked at $204K in Q2 2025. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Curated Wealth Partners held 275,494 shares of American Express worth $192K as of Q2 2026.
  • American Express was a new Curated Wealth Partners position in Q2 2026.
  • American Express made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #517 holding.
  • Curated Wealth Partners first reported a position in American Express in Q2 2025 and has held it in 2 quarters since.
  • Curated Wealth Partners's American Express position peaked at $204K in Q2 2025.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.