Physician Wealth Advisors’s American Well AMWL Stock Holding History

Physician 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
2026 Q2	$1.72K	Hold	189	–	–	﹤0.01%	1561
2026 Q1	$995	Buy	+189	New	+$971	﹤0.01%	1696
2025 Q3	–	Sell	-130	Closed	-$1.16K	–	1907
2025 Q2	$1.16K	Buy	130 +10	+8%	+$71	﹤0.01%	1301
2025 Q1	$946	Buy	+120	New	+$1.14K	﹤0.01%	1114

Other funds holding AMWL

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Physician Wealth Advisors's AMWL Position: Q2 2026 in Review

Physician Wealth Advisors held its American Well (AMWL) position steady in Q2 2026 at 189 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Physician Wealth Advisors first reported a position in AMWL in Q1 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold AMWL as of Q2 2026.

Physician Wealth Advisors held 189 shares of American Well worth $1.72K as of Q2 2026.
Physician Wealth Advisors left its American Well share count unchanged in Q2 2026.
American Well made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1561 holding.
Physician Wealth Advisors first reported a position in American Well in Q1 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held American Well as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.