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United Asset Strategies’s American Express AXP Stock Holding History

United Asset 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 		$1.25M Buy
3,695
+9
+0.2% +$2.88K 0.09% 135
2026
Q1 		$1.12M Buy
3,686
+74
+2% +$24.8K 0.09% 130
2025
Q4 		$1.34M Sell
3,612
-77
-2% -$27.6K 0.1% 130
2025
Q3 		$1.23M Sell
3,689
-108
-3% -$34.4K 0.1% 125
2025
Q2 		$1.21M Sell
3,797
-338
-8% -$95.1K 0.1% 130
2025
Q1 		$1.11M Sell
4,135
-167
-4% -$49.4K 0.1% 139
2024
Q4 		$1.28M Sell
4,302
-76
-2% -$21.8K 0.12% 123
2024
Q3 		$1.19M Sell
4,378
-207
-5% -$51.5K 0.11% 132
2024
Q2 		$1.06M Sell
4,585
-649
-12% -$150K 0.1% 132
2024
Q1 		$1.19M Sell
5,234
-4,209
-45% -$873K 0.12% 133
2023
Q4 		$1.77M Buy
9,443
+502
+6% +$80.8K 0.2% 94
2023
Q3 		$1.33M Buy
8,941
+359
+4% +$58.7K 0.17% 121
2023
Q2 		$1.49M Buy
8,582
+23
+0.3% +$3.71K 0.19% 110
2023
Q1 		$1.41M Buy
8,559
+148
+2% +$24.6K 0.19% 111
2022
Q4 		$1.24M Buy
8,411
+605
+8% +$89.6K 0.17% 110
2022
Q3 		$1.05M Buy
7,806
+31
+0.4% +$4.69K 0.16% 121
2022
Q2 		$1.08M Buy
7,775
+669
+9% +$111K 0.16% 117
2022
Q1 		$1.33M Buy
7,106
+4,198
+144% +$758K 0.17% 109
2021
Q4 		$476K Buy
+2,908
New +$496K 0.06% 156

Other funds holding AXP

New York State Teachers Retirement System (NYSTRS)
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
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

United Asset Strategies's AXP Position: Q2 2026 in Review

United Asset Strategies increased its American Express (AXP) stake by 0.24% in Q2 2026, buying an estimated $2.88K and bringing the position to 3,695 shares worth $1.25M. The position accounts for 0.09% of the portfolio, ranked #135.

United Asset Strategies first reported a position in AXP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.77M in Q4 2023. 940 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • United Asset Strategies held 3,695 shares of American Express worth $1.25M as of Q2 2026.
  • United Asset Strategies bought 9 American Express shares in Q2 2026, an estimated $2.88K.
  • American Express made up 0.09% of United Asset Strategies's portfolio in Q2 2026, its #135 holding.
  • United Asset Strategies first reported a position in American Express in Q4 2021 and has held it in 19 quarters since.
  • United Asset Strategies's American Express position peaked at $1.77M in Q4 2023.
  • 940 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.