EverSource Wealth Advisors’s American Well AMWL Stock Holding History

EverSource Wealth Advisors’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	-89	Closed	-$701	–	4255
2025 Q1	$701	Hold	89	–	–	﹤0.01%	3345
2024 Q4	$645	Hold	89	–	–	﹤0.01%	3105
2024 Q3	$844	Buy	89 +87	+4,350%	+$737	﹤0.01%	2759
2024 Q2	$368	Sell	2 -41	-95%	-$413	﹤0.01%	2944
2024 Q1	$440	Sell	43 -7	-14%	-$150	﹤0.01%	2752
2023 Q4	$1.49K	Buy	+50	New	+$1.23K	﹤0.01%	2269
2023 Q3	–	Sell	-22	Closed	-$907	–	2499
2023 Q2	$907	Buy	+22	New	+$971	﹤0.01%	2261
2023 Q1	–	Sell	-30	Closed	-$1.68K	–	2382
2022 Q4	$1.68K	Hold	30	–	–	﹤0.01%	1965
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	1619
2022 Q2	$3K	Buy	+30	New	+$2.24K	﹤0.01%	1375
2022 Q1	–	Sell	-14	Closed	-$2K	–	1699
2021 Q4	$2K	Buy	+14	New	+$2.13K	﹤0.01%	1500

Other funds holding AMWL

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EverSource Wealth Advisors's AMWL Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of American Well (AMWL) in Q2 2025, closing a stake of 89 shares — an estimated $701 sold.

EverSource Wealth Advisors first reported a position in AMWL in Q4 2021 and held it in 11 quarters. The position peaked at $3K in Q2 2022. 59 funds tracked by Wall St. Rank hold AMWL as of Q2 2025.

EverSource Wealth Advisors reported no remaining American Well position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 89 American Well shares in Q2 2025, an estimated $701.
EverSource Wealth Advisors first reported a position in American Well in Q4 2021 and held it in 11 quarters.
EverSource Wealth Advisors's American Well position peaked at $3K in Q2 2022.
59 funds tracked by Wall St. Rank held American Well as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.