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 Q3	$261K	Hold	773	–	–	0.1%	193
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

Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Unique Wealth Strategies's AXP Position: Q3 2026 in Review

Unique Wealth Strategies held its American Express (AXP) position steady in Q3 2026 at 773 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #193.

Unique Wealth Strategies first reported a position in AXP in Q4 2023 and has held it in 8 quarters since. The position peaked at $411K in Q4 2023. 871 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

Unique Wealth Strategies held 773 shares of American Express worth $261K as of Q3 2026.
Unique Wealth Strategies left its American Express share count unchanged in Q3 2026.
American Express made up 0.1% of Unique Wealth Strategies's portfolio in Q3 2026, its #193 holding.
Unique Wealth Strategies first reported a position in American Express in Q4 2023 and has held it in 8 quarters since.
Unique Wealth Strategies's American Express position peaked at $411K in Q4 2023.
871 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.