UBS Group
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UBS Group’s American Well AMWL Stock Holding History

UBS Group’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 		$442K Buy
48,517
+43,827
+934% +$327K ﹤0.01% 6319
2026
Q1 		$24.7K Buy
4,690
+369
+9% +$1.9K ﹤0.01% 7801
2025
Q4 		$21.2K Sell
4,321
-127
-3% -$612 ﹤0.01% 7744
2025
Q3 		$27.4K Sell
4,448
-6,500
-59% -$47.8K ﹤0.01% 7959
2025
Q2 		$97.3K Sell
10,948
-38,040
-78% -$272K ﹤0.01% 7258
2025
Q1 		$386K Buy
48,988
+15,995
+48% +$152K ﹤0.01% 6060
2024
Q4 		$239K Buy
32,993
+30,767
+1,382% +$279K ﹤0.01% 6343
2024
Q3 		$21.1K Sell
2,226
-3,563
-62% -$30.2K ﹤0.01% 7339
2024
Q2 		$37.6K Sell
5,789
-50,100
-90% -$504K ﹤0.01% 6903
2024
Q1 		$907K Sell
55,889
-4,208
-7% -$90.3K ﹤0.01% 4680
2023
Q4 		$1.79M Buy
60,097
+6,378
+12% +$157K ﹤0.01% 3950
2023
Q3 		$1.26M Buy
53,719
+16,689
+45% +$564K ﹤0.01% 3880
2023
Q2 		$1.56M Sell
37,030
-55
-0.1% -$2.43K ﹤0.01% 3786
2023
Q1 		$1.75M Buy
37,085
+6,138
+20% +$394K ﹤0.01% 3569
2022
Q4 		$1.75M Buy
30,947
+5,332
+21% +$384K ﹤0.01% 3525
2022
Q3 		$1.84M Sell
25,615
-2,061
-7% -$180K ﹤0.01% 3231
2022
Q2 		$2.39M Sell
27,676
-30,053
-52% -$2.24M ﹤0.01% 2996
2022
Q1 		$4.86M Sell
57,729
-7,100
-11% -$599K ﹤0.01% 2567
2021
Q4 		$7.83M Buy
64,829
+61,273
+1,723% +$9.34M ﹤0.01% 2371
2021
Q3 		$648K Sell
3,556
-208
-6% -$45.1K ﹤0.01% 4533
2021
Q2 		$948K Sell
3,764
-5,209
-58% -$1.5M ﹤0.01% 4223
2021
Q1 		$3.12M Sell
8,973
-1,057
-11% -$573K ﹤0.01% 3094
2020
Q4 		$5.08M Buy
10,030
+9,110
+990% +$5.27M ﹤0.01% 2435
2020
Q3 		$545K Buy
+920
New +$486K ﹤0.01% 4108

Other funds holding AMWL

SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Morgan Stanley
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group's AMWL Position: Q2 2026 in Review

UBS Group increased its American Well (AMWL) stake by 934% in Q2 2026, buying an estimated $327K and bringing the position to 48,517 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #6319.

UBS Group first reported a position in AMWL in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.83M in Q4 2021. 55 funds tracked by Wall St. Rank hold AMWL as of Q2 2026.

  • UBS Group held 48,517 shares of American Well worth $442K as of Q2 2026.
  • UBS Group bought 43,827 American Well shares in Q2 2026, an estimated $327K.
  • American Well made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6319 holding.
  • UBS Group first reported a position in American Well in Q3 2020 and has held it in 24 quarters since.
  • UBS Group's American Well position peaked at $7.83M in Q4 2021.
  • 55 funds tracked by Wall St. Rank held American Well as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.