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Coldstream Capital Management’s American Well AMWL Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-34
Closed -$268 – 1222
2025
Q1 		$268 Buy
+34
New +$324 ﹤0.01% 3457

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Coldstream Capital Management's AMWL Position: Q2 2025 in Review

Coldstream Capital Management sold out of American Well (AMWL) in Q2 2025, closing a stake of 34 shares — an estimated $268 sold.

Coldstream Capital Management first reported a position in AMWL in Q1 2025 and held it in 1 quarter. The position peaked at $268 in Q1 2025. 59 funds tracked by Wall St. Rank hold AMWL as of Q2 2025.

  • Coldstream Capital Management reported no remaining American Well position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 34 American Well shares in Q2 2025, an estimated $268.
  • Coldstream Capital Management first reported a position in American Well in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's American Well position peaked at $268 in Q1 2025.
  • 59 funds tracked by Wall St. Rank held American Well as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.