Rooted Wealth Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
Other funds holding AXP
Rooted Wealth Advisors's AXP Position: Q2 2026 in Review
Rooted Wealth Advisors increased its American Express (AXP) stake by 6.6% in Q2 2026, buying an estimated $20.2K and bringing the position to 1,020 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #111.
Rooted Wealth Advisors first reported a position in AXP in Q2 2025 and has held it in 5 quarters since. 2,992 funds tracked by Wall St. Rank hold AXP as of Q2 2026.
- Rooted Wealth Advisors held 1,020 shares of American Express worth $345K as of Q2 2026.
- Rooted Wealth Advisors bought 63 American Express shares in Q2 2026, an estimated $20.2K.
- American Express made up 0.08% of Rooted Wealth Advisors's portfolio in Q2 2026, its #111 holding.
- Rooted Wealth Advisors first reported a position in American Express in Q2 2025 and has held it in 5 quarters since.
- 2,992 funds tracked by Wall St. Rank held American Express as of Q2 2026.
Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.