Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s American Express AXP Stock Holding History

Envestnet Portfolio Solutions’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 		$8.24M Buy
24,376
+2,717
+13% +$870K 0.04% 251
2026
Q1 		$6.55M Buy
21,659
+595
+3% +$199K 0.04% 246
2025
Q4 		$7.79M Buy
21,064
+12,173
+137% +$4.36M 0.03% 292
2025
Q3 		$2.95M Sell
8,891
-502
-5% -$160K 0.01% 449
2025
Q2 		$3M Sell
9,393
-844
-8% -$238K 0.01% 463
2025
Q1 		$2.75M Sell
10,237
-6,443
-39% -$1.9M 0.01% 499
2024
Q4 		$4.95M Sell
16,680
-1,649
-9% -$474K 0.02% 395
2024
Q3 		$4.97M Buy
18,329
+773
+4% +$192K 0.02% 392
2024
Q2 		$4.07M Sell
17,556
-1,084
-6% -$251K 0.01% 423
2024
Q1 		$4.24M Buy
18,640
+3,151
+20% +$653K 0.02% 419
2023
Q4 		$2.9M Buy
15,489
+1,538
+11% +$248K 0.01% 488
2023
Q3 		$2.08M Buy
+13,951
New +$2.28M 0.01% 535

Other funds holding AXP

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
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Envestnet Portfolio Solutions's AXP Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its American Express (AXP) stake by 13% in Q2 2026, buying an estimated $870K and bringing the position to 24,376 shares worth $8.24M. The position accounts for 0.04% of the portfolio, ranked #251.

Envestnet Portfolio Solutions first reported a position in AXP in Q3 2023 and has held it in 12 quarters since. 745 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Envestnet Portfolio Solutions held 24,376 shares of American Express worth $8.24M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 2,717 American Express shares in Q2 2026, an estimated $870K.
  • American Express made up 0.04% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #251 holding.
  • Envestnet Portfolio Solutions first reported a position in American Express in Q3 2023 and has held it in 12 quarters since.
  • 745 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.