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Chancellor Financial Group WB’s American Well AMWL Stock Holding History

Chancellor Financial Group WB’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
Q3 		– Sell
-11,105
Closed -$98.7K – 133
2025
Q2 		$98.7K Sell
11,105
-375
-3% -$2.68K 0.08% 133
2025
Q1 		$90.5K Hold
11,480
– – 0.07% 131
2024
Q4 		$83.2K Buy
+11,480
New +$104K 0.07% 127

Other funds holding AMWL

SM
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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
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Chancellor Financial Group WB's AMWL Position: Q3 2025 in Review

Chancellor Financial Group WB sold out of American Well (AMWL) in Q3 2025, closing a stake of 11,105 shares — an estimated $98.7K sold.

Chancellor Financial Group WB first reported a position in AMWL in Q4 2024 and held it in 3 quarters. The position peaked at $98.7K in Q2 2025. 59 funds tracked by Wall St. Rank hold AMWL as of Q3 2025.

  • Chancellor Financial Group WB reported no remaining American Well position as of Q3 2025 after selling out during the quarter.
  • Chancellor Financial Group WB sold 11,105 American Well shares in Q3 2025, an estimated $98.7K.
  • Chancellor Financial Group WB first reported a position in American Well in Q4 2024 and held it in 3 quarters.
  • Chancellor Financial Group WB's American Well position peaked at $98.7K in Q2 2025.
  • 59 funds tracked by Wall St. Rank held American Well as of Q3 2025.

Based on Chancellor Financial Group WB's 13F filing for Q3 2025, filed 12 Nov 2025.