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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bernard Wealth Management's AMWL Position: Q1 2026 in Review

Bernard Wealth Management held its American Well (AMWL) position steady in Q1 2026 at 5 shares worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Bernard Wealth Management first reported a position in AMWL in Q4 2024 and has held it in 6 quarters since. The position peaked at $45 in Q2 2025. 55 funds tracked by Wall St. Rank hold AMWL as of Q1 2026.

  • Bernard Wealth Management held 5 shares of American Well worth $27 as of Q1 2026.
  • Bernard Wealth Management left its American Well share count unchanged in Q1 2026.
  • American Well made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #353 holding.
  • Bernard Wealth Management first reported a position in American Well in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's American Well position peaked at $45 in Q2 2025.
  • 55 funds tracked by Wall St. Rank held American Well as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.