Ballentine Partners’s American Well AMWL Stock Holding History

Ballentine Partners’s Portfolio AMWL Stock Details AMWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Hold	29,750	–	–	﹤0.01%	846
2026 Q1	$156K	Buy	+29,750	New	+$153K	﹤0.01%	962

Other funds holding AMWL

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Ballentine Partners's AMWL Position: Q2 2026 in Review

Ballentine Partners held its American Well (AMWL) position steady in Q2 2026 at 29,750 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Ballentine Partners first reported a position in AMWL in Q1 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold AMWL as of Q2 2026.

Ballentine Partners held 29,750 shares of American Well worth $271K as of Q2 2026.
Ballentine Partners left its American Well share count unchanged in Q2 2026.
American Well made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #846 holding.
Ballentine Partners first reported a position in American Well in Q1 2026 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held American Well as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.