Wealthspire Advisors (New York)’s American Well AMWL Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-60	Closed	-$369	–	1119
2025 Q3	$369	Buy	+60	New	+$441	﹤0.01%	2871
2021 Q3	–	Sell	-1,131	Closed	-$285K	–	579
2021 Q2	$285K	Hold	1,131	–	–	0.01%	300
2021 Q1	$393K	Buy	+1,131	New	+$613K	0.01%	466

Other funds holding AMWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s AMWL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of American Well (AMWL) in Q4 2025, closing a stake of 60 shares — an estimated $369 sold.

Wealthspire Advisors (New York) first reported a position in AMWL in Q1 2021 and held it in 3 quarters. The position peaked at $393K in Q1 2021. 57 funds tracked by Wall St. Rank hold AMWL as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining American Well position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 60 American Well shares in Q4 2025, an estimated $369.
Wealthspire Advisors (New York) first reported a position in American Well in Q1 2021 and held it in 3 quarters.
Wealthspire Advisors (New York)'s American Well position peaked at $393K in Q1 2021.
57 funds tracked by Wall St. Rank held American Well as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.