Unique Wealth Strategies’s American Express AXP Stock Holding History

Unique Wealth Strategies’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	$261K	Sell	773 -13	-2%	-$4.16K	0.1%	194
2026 Q1	$238K	Sell	786 -28	-3%	-$9.39K	0.1%	196
2025 Q4	$301K	Buy	814 +8	+1%	+$2.86K	0.12%	184
2025 Q3	$268K	Buy	+806	New	+$256K	0.1%	193
2025 Q2	–	Sell	-752	Closed	-$202K	–	206
2025 Q1	$202K	Buy	+752	New	+$222K	0.09%	180
2024 Q3	–	Sell	-829	Closed	-$189K	–	250
2024 Q2	$189K	Buy	+829	New	+$192K	0.09%	178
2024 Q1	–	Sell	-2,191	Closed	-$411K	–	184
2023 Q4	$411K	Buy	+2,191	New	+$353K	0.27%	117

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

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

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Unique Wealth Strategies's AXP Position: Q2 2026 in Review

Unique Wealth Strategies reduced its American Express (AXP) stake by 1.7% in Q2 2026, selling an estimated $4.16K and leaving 773 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #194.

Unique Wealth Strategies first reported a position in AXP in Q4 2023 and has held it in 7 quarters since. The position peaked at $411K in Q4 2023. 545 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Unique Wealth Strategies held 773 shares of American Express worth $261K as of Q2 2026.
Unique Wealth Strategies sold 13 American Express shares in Q2 2026, an estimated $4.16K.
American Express made up 0.1% of Unique Wealth Strategies's portfolio in Q2 2026, its #194 holding.
Unique Wealth Strategies first reported a position in American Express in Q4 2023 and has held it in 7 quarters since.
Unique Wealth Strategies's American Express position peaked at $411K in Q4 2023.
545 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.