Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s American Express AXP Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$327M Sell
968,071
-268,367
-22% -$85.9M 0.46% 43
2026
Q1 		$374M Buy
1,236,438
+961,698
+350% +$322M 0.6% 33
2025
Q4 		$102M Buy
274,740
+17,753
+7% +$6.35M 0.17% 110
2025
Q3 		$85.4M Sell
256,987
-95,591
-27% -$30.4M 0.15% 119
2025
Q2 		$112M Buy
352,578
+20,461
+6% +$5.76M 0.22% 95
2025
Q1 		$89.4M Buy
332,117
+128,617
+63% +$38M 0.19% 110
2024
Q4 		$60.4M Sell
203,500
-25,500
-11% -$7.33M 0.13% 147
2024
Q3 		$62.1M Buy
229,000
+194,000
+554% +$48.3M 0.15% 116
2024
Q2 		$8.1M Sell
35,000
-397,690
-92% -$92.1M 0.02% 330
2024
Q1 		$98.5M Buy
432,690
+243,690
+129% +$50.5M 0.33% 53
2023
Q4 		$35.4M Buy
189,000
+31,000
+20% +$4.99M 0.12% 120
2023
Q3 		$23.6M Sell
158,000
-60,000
-28% -$9.81M 0.1% 122
2023
Q2 		$38M Buy
218,000
+216,308
+12,784% +$34.9M 0.17% 105
2023
Q1 		$279K Sell
1,692
-2,888
-63% -$479K ﹤0.01% 909
2022
Q4 		$677K Buy
4,580
+2,504
+121% +$371K ﹤0.01% 957
2022
Q3 		$280K Sell
2,076
-18,295
-90% -$2.77M ﹤0.01% 1159
2022
Q2 		$2.82M Buy
20,371
+19,741
+3,133% +$3.26M 0.01% 643
2022
Q1 		$118K Sell
630
-640,969
-100% -$116M ﹤0.01% 1409
2021
Q4 		$105M Buy
641,599
+357,277
+126% +$60.9M 0.22% 72
2021
Q3 		$47.6M Sell
284,322
-571,824
-67% -$95.6M 0.12% 123
2021
Q2 		$141M Buy
856,146
+660,746
+338% +$103M 0.31% 51
2021
Q1 		$27.6M Sell
195,400
-126,500
-39% -$16.7M 0.07% 175
2020
Q4 		$38.9M Buy
+321,900
New +$35.7M 0.1% 156
2020
Q2 		– Sell
-330,000
Closed -$28.3M – 830
2020
Q1 		$28.3M Buy
+330,000
New +$38.4M 0.3% 67

Other funds holding AXP

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's AXP Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its American Express (AXP) stake by 22% in Q2 2026, selling an estimated $85.9M and leaving 968,071 shares worth $327M. The position accounts for 0.46% of the portfolio, ranked #43.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in AXP in Q1 2020 and has held it in 24 quarters since. The position peaked at $374M in Q1 2026. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 968,071 shares of American Express worth $327M as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 268,367 American Express shares in Q2 2026, an estimated $85.9M.
  • American Express made up 0.46% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #43 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in American Express in Q1 2020 and has held it in 24 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's American Express position peaked at $374M in Q1 2026.
  • 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.