Optima Capital’s American Well AMWL Stock Holding History

Optima Capital’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
2026 Q1	–	Sell	-350	Closed	-$1.72K	–	211
2025 Q4	$1.72K	Buy	+350	New	+$1.69K	﹤0.01%	817

Other funds holding AMWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Optima Capital's AMWL Position: Q1 2026 in Review

Optima Capital sold out of American Well (AMWL) in Q1 2026, closing a stake of 350 shares — an estimated $1.72K sold.

Optima Capital first reported a position in AMWL in Q4 2025 and held it in 1 quarter. The position peaked at $1.72K in Q4 2025. 55 funds tracked by Wall St. Rank hold AMWL as of Q1 2026.

Optima Capital reported no remaining American Well position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 350 American Well shares in Q1 2026, an estimated $1.72K.
Optima Capital first reported a position in American Well in Q4 2025 and held it in 1 quarter.
Optima Capital's American Well position peaked at $1.72K in Q4 2025.
55 funds tracked by Wall St. Rank held American Well as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.