Univest Financial
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Univest Financial’s American Express AXP Stock Holding History

Univest Financial’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 		$10.6M Sell
34,829
-5,800
-14% -$1.94M 0.5% 43
2026
Q2 		$13.7M Sell
40,629
-1,091
-3% -$349K 0.67% 33
2026
Q1 		$12.6M Buy
41,720
+440
+1% +$148K 0.71% 33
2025
Q4 		$15.3M Sell
41,280
-1,029
-2% -$368K 0.81% 25
2025
Q3 		$14.1M Sell
42,309
-134
-0.3% -$42.6K 0.79% 27
2025
Q2 		$13.5M Buy
42,443
+34
+0.1% +$9.6K 0.81% 26
2025
Q1 		$11.4M Sell
42,409
-5,215
-11% -$1.54M 0.75% 35
2024
Q4 		$14.1M Sell
47,624
-1,850
-4% -$532K 0.89% 26
2024
Q3 		$13.4M Buy
49,474
+31,639
+177% +$7.88M 0.88% 29
2024
Q2 		$4.13M Sell
17,835
-1,042
-6% -$241K 1.15% 28
2024
Q1 		$4.3M Sell
18,877
-2,587
-12% -$536K 1.21% 27
2023
Q4 		$4.02M Sell
21,464
-67
-0.3% -$10.8K 1.19% 31
2023
Q3 		$3.21M Sell
21,531
-410
-2% -$67.1K 1.07% 41
2023
Q2 		$3.82M Buy
21,941
+227
+1% +$36.6K 1.16% 34
2023
Q1 		$3.58M Sell
21,714
-1,772
-8% -$294K 1.12% 39
2022
Q4 		$3.47M Sell
23,486
-1,745
-7% -$259K 1.09% 34
2022
Q3 		$3.4M Buy
25,231
+224
+0.9% +$33.9K 1.11% 31
2022
Q2 		$3.47M Buy
25,007
+108
+0.4% +$17.8K 1.13% 37
2022
Q1 		$4.66M Sell
24,899
-3,341
-12% -$603K 1.31% 29
2021
Q4 		$4.62M Sell
28,240
-390
-1% -$66.5K 1.18% 33
2021
Q3 		$4.8M Sell
28,630
-158
-0.5% -$26.4K 1.34% 27
2021
Q2 		$4.76M Sell
28,788
-2,245
-7% -$352K 1.31% 29
2021
Q1 		$4.39M Sell
31,033
-4,965
-14% -$656K 1.24% 35
2020
Q4 		$4.35M Sell
35,998
-254
-0.7% -$28.1K 1.26% 34
2020
Q3 		$3.64M Sell
36,252
-414
-1% -$40.7K 1.15% 35
2020
Q2 		$3.49M Buy
+36,666
New +$3.38M 1.15% 36

Other funds holding AXP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Univest Financial's AXP Position: Q3 2026 in Review

Univest Financial reduced its American Express (AXP) stake by 14% in Q3 2026, selling an estimated $1.94M and leaving 34,829 shares worth $10.6M. The position accounts for 0.5% of the portfolio, ranked #43.

Univest Financial first reported a position in AXP in Q2 2020 and has held it in 26 quarters since. The position peaked at $15.3M in Q4 2025. 2,271 funds tracked by Wall St. Rank hold AXP as of Q3 2026.

  • Univest Financial held 34,829 shares of American Express worth $10.6M as of Q3 2026.
  • Univest Financial sold 5,800 American Express shares in Q3 2026, an estimated $1.94M.
  • American Express made up 0.5% of Univest Financial's portfolio in Q3 2026, its #43 holding.
  • Univest Financial first reported a position in American Express in Q2 2020 and has held it in 26 quarters since.
  • Univest Financial's American Express position peaked at $15.3M in Q4 2025.
  • 2,271 funds tracked by Wall St. Rank held American Express as of Q3 2026.

Based on Univest Financial's 13F filing for Q3 2026, filed 5 Nov 2026.