Rise Advisors’s American Well AMWL Stock Holding History

Rise 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	-145	Closed	-$1.14K	–	1546
2025 Q1	$1.14K	Buy	+145	New	+$1.38K	﹤0.01%	1224

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

Rise Advisors's AMWL Position: Q2 2025 in Review

Rise Advisors sold out of American Well (AMWL) in Q2 2025, closing a stake of 145 shares — an estimated $1.14K sold.

Rise Advisors first reported a position in AMWL in Q1 2025 and held it in 1 quarter. The position peaked at $1.14K in Q1 2025. 59 funds tracked by Wall St. Rank hold AMWL as of Q2 2025.

Rise Advisors reported no remaining American Well position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 145 American Well shares in Q2 2025, an estimated $1.14K.
Rise Advisors first reported a position in American Well in Q1 2025 and held it in 1 quarter.
Rise Advisors's American Well position peaked at $1.14K in Q1 2025.
59 funds tracked by Wall St. Rank held American Well as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.