Vontobel Holding
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Vontobel Holding’s American Express AXP Stock Holding History

Vontobel Holding’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 		$25.7M Buy
75,902
+1,214
+2% +$389K 0.08% 206
2026
Q1 		$22.6M Buy
74,688
+2,554
+4% +$856K 0.08% 194
2025
Q4 		$26.7M Buy
72,134
+10,398
+17% +$3.72M 0.08% 187
2025
Q3 		$20.5M Buy
61,736
+27,963
+83% +$8.89M 0.06% 197
2025
Q2 		$10.8M Sell
33,773
-9,932
-23% -$2.8M 0.03% 252
2025
Q1 		$11.8M Buy
43,705
+5,129
+13% +$1.52M 0.04% 208
2024
Q4 		$11.4M Sell
38,576
-504
-1% -$145K 0.04% 208
2024
Q3 		$10.6M Buy
39,080
+3,449
+10% +$859K 0.03% 218
2024
Q2 		$8.25M Sell
35,631
-23,361
-40% -$5.41M 0.03% 236
2024
Q1 		$13.4M Sell
58,992
-7,764
-12% -$1.61M 0.11% 174
2023
Q4 		$12.5M Sell
66,756
-17,019
-20% -$2.74M 0.1% 181
2023
Q3 		$12.5M Buy
83,775
+8,188
+11% +$1.34M 0.12% 178
2023
Q2 		$13.2M Buy
75,587
+37,881
+100% +$6.11M 0.12% 174
2023
Q1 		$6.22M Sell
37,706
-60,416
-62% -$10M 0.06% 259
2022
Q4 		$14.1M Sell
98,122
-12,982
-12% -$1.92M 0.14% 160
2022
Q3 		$15M Sell
111,104
-60,747
-35% -$9.19M 0.18% 132
2022
Q2 		$24M Buy
171,851
+11,218
+7% +$1.85M 0.26% 96
2022
Q1 		$30.5M Sell
160,633
-60,451
-27% -$10.9M 0.26% 86
2021
Q4 		$36.3M Buy
221,084
+42,755
+24% +$7.29M 0.3% 72
2021
Q3 		$29.9M Buy
178,329
+2,718
+2% +$454K 0.26% 81
2021
Q2 		$28.8M Buy
175,611
+10,478
+6% +$1.64M 0.25% 82
2021
Q1 		$23.4M Sell
165,133
-109,286
-40% -$14.4M 0.17% 87
2020
Q4 		$35.1M Buy
+274,419
New +$30.4M 0.23% 63

Other funds holding AXP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Vontobel Holding's AXP Position: Q2 2026 in Review

Vontobel Holding increased its American Express (AXP) stake by 1.6% in Q2 2026, buying an estimated $389K and bringing the position to 75,902 shares worth $25.7M. The position accounts for 0.08% of the portfolio, ranked #206.

Vontobel Holding first reported a position in AXP in Q4 2020 and has held it in 23 quarters since. The position peaked at $36.3M in Q4 2021. 1,929 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

  • Vontobel Holding held 75,902 shares of American Express worth $25.7M as of Q2 2026.
  • Vontobel Holding bought 1,214 American Express shares in Q2 2026, an estimated $389K.
  • American Express made up 0.08% of Vontobel Holding's portfolio in Q2 2026, its #206 holding.
  • Vontobel Holding first reported a position in American Express in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's American Express position peaked at $36.3M in Q4 2021.
  • 1,929 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.