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 Q3	$2.57K	Hold	189	–	–	﹤0.01%	1452
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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Brendel Financial Advisors Hanover, New Hampshire $220M AUM 32.17% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Physician Wealth Advisors's AMWL Position: Q3 2026 in Review

Physician Wealth Advisors held its American Well (AMWL) position steady in Q3 2026 at 189 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Physician Wealth Advisors first reported a position in AMWL in Q1 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold AMWL as of Q3 2026.

Physician Wealth Advisors held 189 shares of American Well worth $2.57K as of Q3 2026.
Physician Wealth Advisors left its American Well share count unchanged in Q3 2026.
American Well made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1452 holding.
Physician Wealth Advisors first reported a position in American Well in Q1 2025 and has held it in 5 quarters since.
21 funds tracked by Wall St. Rank held American Well as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.