Steward Partners Investment Advisory’s American Well AMWL Stock Holding History

Steward Partners Investment Advisory’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	$6.54K	Hold	717	–	–	﹤0.01%	3874
2026 Q1	$3.77K	Hold	717	–	–	﹤0.01%	3884
2025 Q4	$3.52K	Hold	717	–	–	﹤0.01%	3810
2025 Q3	$4.41K	Hold	717	–	–	﹤0.01%	3690
2025 Q2	$6.37K	Hold	717	–	–	﹤0.01%	3395
2025 Q1	$5.65K	Hold	717	–	–	﹤0.01%	3341
2024 Q4	$5.2K	Hold	717	–	–	﹤0.01%	3350
2024 Q3	$6.8K	Sell	717 -1	-0.1%	-$8	﹤0.01%	3096
2024 Q2	$4.66K	Hold	718	–	–	﹤0.01%	3065
2024 Q1	$11.6K	Hold	718	–	–	﹤0.01%	2755
2023 Q4	$21.4K	Hold	718	–	–	﹤0.01%	2374
2023 Q3	$16.8K	Hold	718	–	–	﹤0.01%	2398
2023 Q2	$30.1K	Hold	718	–	–	﹤0.01%	2084
2023 Q1	$33.9K	Hold	718	–	–	﹤0.01%	2030
2022 Q4	$40.6K	Hold	718	–	–	﹤0.01%	1928
2022 Q3	$52K	Hold	718	–	–	﹤0.01%	1762
2022 Q2	$62K	Hold	718	–	–	﹤0.01%	1694
2022 Q1	$60K	Buy	+718	New	+$60.6K	﹤0.01%	1828
2021 Q2	–	Sell	-58	Closed	-$20K	–	7084
2021 Q1	$20K	Sell	58 -32	-36%	-$17.3K	﹤0.01%	2488
2020 Q4	$46K	Buy	90 +50	+125%	+$29K	﹤0.01%	1704
2020 Q3	$24K	Buy	+40	New	+$21.1K	﹤0.01%	1819

Other funds holding AMWL

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Steward Partners Investment Advisory's AMWL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its American Well (AMWL) position steady in Q2 2026 at 717 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3874.

Steward Partners Investment Advisory first reported a position in AMWL in Q3 2020 and has held it in 21 quarters since. The position peaked at $62K in Q2 2022. 55 funds tracked by Wall St. Rank hold AMWL as of Q2 2026.

Steward Partners Investment Advisory held 717 shares of American Well worth $6.54K as of Q2 2026.
Steward Partners Investment Advisory left its American Well share count unchanged in Q2 2026.
American Well made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3874 holding.
Steward Partners Investment Advisory first reported a position in American Well in Q3 2020 and has held it in 21 quarters since.
Steward Partners Investment Advisory's American Well position peaked at $62K in Q2 2022.
55 funds tracked by Wall St. Rank held American Well as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.