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Caledonia Investments (Australia)’s American Well AMWL Stock Holding History

Caledonia Investments (Australia)’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
2025
Q4 		– Sell
-640,000
Closed -$3.94M – 17
2025
Q3 		$3.94M Sell
640,000
-168,758
-21% -$1.24M 0.06% 14
2025
Q2 		$7.19M Sell
808,758
-1,510
-0.2% -$10.8K 0.11% 14
2025
Q1 		$6.38M Sell
810,268
-31,070
-4% -$296K 0.1% 15
2024
Q4 		$6.1M Hold
841,338
– – 0.08% 12
2024
Q3 		$7.98M Sell
841,338
-13,464
-2% -$114K 0.12% 11
2024
Q2 		$5.55M Sell
854,802
-3,524
-0.4% -$35.5K 0.1% 11
2024
Q1 		$13.9M Sell
858,326
-6,558
-0.8% -$141K 0.36% 11
2023
Q4 		$25.8M Sell
864,884
-272
-0% -$6.67K 0.55% 11
2023
Q3 		$20.2M Sell
865,156
-2,633
-0.3% -$89K 0.5% 11
2023
Q2 		$36.4M Buy
867,789
+1,248
+0.1% +$55.1K 0.8% 11
2023
Q1 		$40.9M Hold
866,541
– – 0.92% 11
2022
Q4 		$49M Sell
866,541
-9,887
-1% -$712K 1.32% 10
2022
Q3 		$62.9M Sell
876,428
-27,084
-3% -$2.37M 1.86% 10
2022
Q2 		$78.1M Buy
903,512
+102,700
+13% +$7.66M 2.04% 7
2022
Q1 		$67.4M Sell
800,812
-18,427
-2% -$1.56M 1.24% 13
2021
Q4 		$99M Buy
819,239
+186,812
+30% +$28.5M 1.54% 11
2021
Q3 		$115M Sell
632,427
-3,909
-0.6% -$848K 1.45% 11
2021
Q2 		$160M Buy
636,336
+3,637
+0.6% +$1.05M 1.65% 10
2021
Q1 		$220M Buy
632,699
+358,502
+131% +$194M 2.06% 10
2020
Q4 		$139M Buy
274,197
+3,982
+1% +$2.31M 1.33% 11
2020
Q3 		$191M Buy
+270,215
New +$143M 2.17% 8

Other funds holding AMWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
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
SM
Senvest Management New York $3.01B AUM 35.7% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Caledonia Investments (Australia)'s AMWL Position: Q4 2025 in Review

Caledonia Investments (Australia) sold out of American Well (AMWL) in Q4 2025, closing a stake of 640,000 shares — an estimated $3.94M sold.

Caledonia Investments (Australia) first reported a position in AMWL in Q3 2020 and held it in 21 quarters. The position peaked at $220M in Q1 2021. 57 funds tracked by Wall St. Rank hold AMWL as of Q4 2025.

  • Caledonia Investments (Australia) reported no remaining American Well position as of Q4 2025 after selling out during the quarter.
  • Caledonia Investments (Australia) sold 640,000 American Well shares in Q4 2025, an estimated $3.94M.
  • Caledonia Investments (Australia) first reported a position in American Well in Q3 2020 and held it in 21 quarters.
  • Caledonia Investments (Australia)'s American Well position peaked at $220M in Q1 2021.
  • 57 funds tracked by Wall St. Rank held American Well as of Q4 2025.

Based on Caledonia Investments (Australia)'s 13F filing for Q4 2025, filed 17 Feb 2026.