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IFP Advisors’s American Well AMWL Stock Holding History

IFP 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
Q3 		– Sell
-80
Closed -$711 – 4833
2025
Q2 		$711 Hold
80
– – ﹤0.01% 4328
2025
Q1 		$630 Buy
+80
New +$762 ﹤0.01% 3413
2022
Q4 		– Sell
-43
Closed -$20K – 4596
2022
Q3 		$20K Hold
43
– – ﹤0.01% 3062
2022
Q2 		$20K Hold
43
– – ﹤0.01% 2820
2022
Q1 		$20K Hold
43
– – ﹤0.01% 2820
2021
Q4 		$6K Hold
43
– – ﹤0.01% 2398
2021
Q3 		$8K Hold
43
– – ﹤0.01% 2358
2021
Q2 		$11K Hold
43
– – ﹤0.01% 2168
2021
Q1 		$15K Sell
43
-40
-48% -$21.7K ﹤0.01% 1959
2020
Q4 		$43K Hold
83
– – ﹤0.01% 1492
2020
Q3 		$49K Buy
+83
New +$43.8K ﹤0.01% 1301

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
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

IFP Advisors's AMWL Position: Q3 2025 in Review

IFP Advisors sold out of American Well (AMWL) in Q3 2025, closing a stake of 80 shares — an estimated $711 sold.

IFP Advisors first reported a position in AMWL in Q3 2020 and held it in 11 quarters. The position peaked at $49K in Q3 2020. 59 funds tracked by Wall St. Rank hold AMWL as of Q3 2025.

  • IFP Advisors reported no remaining American Well position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 80 American Well shares in Q3 2025, an estimated $711.
  • IFP Advisors first reported a position in American Well in Q3 2020 and held it in 11 quarters.
  • IFP Advisors's American Well position peaked at $49K in Q3 2020.
  • 59 funds tracked by Wall St. Rank held American Well as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.