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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Steward Partners Investment Advisory's AMWL Position: Q1 2026 in Review

Steward Partners Investment Advisory held its American Well (AMWL) position steady in Q1 2026 at 717 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #3884.

Steward Partners Investment Advisory first reported a position in AMWL in Q3 2020 and has held it in 20 quarters since. The position peaked at $62K in Q2 2022. 55 funds tracked by Wall St. Rank hold AMWL as of Q1 2026.

  • Steward Partners Investment Advisory held 717 shares of American Well worth $3.77K as of Q1 2026.
  • Steward Partners Investment Advisory left its American Well share count unchanged in Q1 2026.
  • American Well made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3884 holding.
  • Steward Partners Investment Advisory first reported a position in American Well in Q3 2020 and has held it in 20 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 Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.