Universal-Beteiligungs- und Servicegesellschaft’s American Express AXP Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$207M	Sell	614,935 -6,002	-1%	-$1.92M	0.32%	56
2026 Q1	$187M	Sell	620,937 -11,659	-2%	-$3.91M	0.32%	51
2025 Q4	$233M	Sell	632,596 -86,411	-12%	-$30.9M	0.38%	43
2025 Q3	$239M	Buy	719,007 +5,452	+0.8%	+$1.73M	0.4%	35
2025 Q2	$228M	Buy	713,555 +72,666	+11%	+$20.5M	0.4%	35
2025 Q1	$172M	Buy	640,889 +9,679	+2%	+$2.86M	0.34%	52
2024 Q4	$187M	Buy	+631,210	New	+$181M	0.37%	49

Other funds holding AXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's AXP Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its American Express (AXP) stake by 0.97% in Q2 2026, selling an estimated $1.92M and leaving 614,935 shares worth $207M. The position accounts for 0.32% of the portfolio, ranked #56.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AXP in Q4 2024 and has held it in 7 quarters since. The position peaked at $239M in Q3 2025. 2,134 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 614,935 shares of American Express worth $207M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 6,002 American Express shares in Q2 2026, an estimated $1.92M.
American Express made up 0.32% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #56 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in American Express in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's American Express position peaked at $239M in Q3 2025.
2,134 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.