Union Bancaire Privee’s American Express AXP Stock Holding History

Union Bancaire Privee’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	$1.13M	Sell	4,081 -48	-1%	-$15.4K	0.01%	288
2026 Q1	$993K	Hold	4,129	–	–	0.01%	296
2025 Q4	$1.22M	Buy	4,129 +3,979	+2,653%	+$1.42M	0.01%	275
2025 Q3	$51.3K	Hold	150	–	–	﹤0.01%	422
2025 Q2	$47.6K	Sell	150 -1,453	-91%	-$409K	﹤0.01%	422
2025 Q1	$435K	Sell	1,603 -1,173	-42%	-$347K	0.01%	318
2024 Q4	$835K	Buy	+2,776	New	+$798K	0.01%	287

Other funds holding AXP

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

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Union Bancaire Privee's AXP Position: Q2 2026 in Review

Union Bancaire Privee reduced its American Express (AXP) stake by 1.2% in Q2 2026, selling an estimated $15.4K and leaving 4,081 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #288.

Union Bancaire Privee first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2025. 842 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Union Bancaire Privee held 4,081 shares of American Express worth $1.13M as of Q2 2026.
Union Bancaire Privee sold 48 American Express shares in Q2 2026, an estimated $15.4K.
American Express made up 0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #288 holding.
Union Bancaire Privee first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's American Express position peaked at $1.22M in Q4 2025.
842 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.