Bernard Wealth Management’s American Well AMWL Stock Holding History

Bernard Wealth Management’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	$46	Hold	5	–	–	﹤0.01%	320
2026 Q1	$27	Hold	5	–	–	﹤0.01%	353
2025 Q4	$25	Hold	5	–	–	﹤0.01%	348
2025 Q3	$31	Hold	5	–	–	﹤0.01%	337
2025 Q2	$45	Hold	5	–	–	﹤0.01%	305
2025 Q1	$40	Hold	5	–	–	﹤0.01%	386
2024 Q4	$37	Buy	+5	New	+$45	﹤0.01%	316

Other funds holding AMWL

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bernard Wealth Management's AMWL Position: Q2 2026 in Review

Bernard Wealth Management held its American Well (AMWL) position steady in Q2 2026 at 5 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Bernard Wealth Management first reported a position in AMWL in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold AMWL as of Q2 2026.

Bernard Wealth Management held 5 shares of American Well worth $46 as of Q2 2026.
Bernard Wealth Management left its American Well share count unchanged in Q2 2026.
American Well made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #320 holding.
Bernard Wealth Management first reported a position in American Well in Q4 2024 and has held it in 7 quarters since.
55 funds tracked by Wall St. Rank held American Well as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.