United Asset Strategies, Inc.

Position in AXP — American Express Co

CIK 1539948 GARDEN CITY, NY

Position in AXP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,249,833

+$134,892 QoQ

Shares Held

3,695

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,466

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Financial Services · as of Jun 30, 2026

United Asset Strategies, Inc. holds $29,527,482 across 5 Credit Services names. AXP ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	42,976	$22,072,473
2	V	Visa Inc.	13,363	$4,584,711
3	PYPL	PayPal Holdings, Inc.	32,515	$1,403,997
4	AXP	American Express Co This page	3,695	$1,249,833
5	COF	Capital One Financial Corp	1,079	$216,468

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,249,833	3,695	+0.2%	Shares	Sole	2026-07-13
2026-03-31	$1,114,941	3,686	+2.0%	Shares	Sole	2026-04-29
2025-12-31	$1,336,259	3,612	-2.1%	Shares	Sole	2026-01-28
2025-09-30	$1,225,338	3,689	-2.8%	Shares	Sole	2025-10-23
2025-06-30	$1,211,167	3,797	-8.2%	Shares	Sole	2025-08-08
2025-03-31	$1,112,521	4,135	-3.9%	Shares	Sole	2025-05-14
2024-12-31	$1,276,790	4,302	-1.7%	Shares	Sole	2025-01-22
2024-09-30	$1,187,313	4,378	-4.5%	Shares	Sole	2024-10-28
2024-06-30	$1,061,656	4,585	-12.4%	Shares	Sole	2024-08-01
2024-03-31	$1,191,729	5,234	-44.6%	Shares	Sole	2024-04-23
2023-12-31	$1,769,051	9,443	+5.6%	Shares	Sole	2024-01-30
2023-09-30	$1,333,907	8,941	+4.2%	Shares	Sole	2023-11-07
2023-06-30	$1,494,984	8,582	+0.3%	Shares	Sole	2023-07-25
2023-03-31	$1,411,807	8,559	+1.8%	Shares	Sole	2023-07-25
2022-12-31	$1,242,725	8,411	+7.8%	Shares	Sole	2023-01-26
2022-09-30	$1,053,107	7,806	+0.4%	Shares	Sole	2022-10-24
2022-06-30	$1,077,770	7,775	+9.4%	Shares	Sole	2022-08-15
2022-03-31	$1,328,822	7,106	+144.4%	Shares	Sole	2022-04-29
2021-12-31	$475,748	2,908	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.