Position in AMWL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,268
-$77,277 QoQ
Shares Held
468
-97.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 55 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AMWL Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026NewEdge Advisors, LLC holds $6,070,163 across 9 Health Information Services names. AMWL ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
42,447 | $2,458,954 | |
| 2 | VEEV |
Veeva Systems Inc
|
10,822 | $1,920,580 | |
| 3 | HQY |
Healthequity, Inc.
|
17,474 | $1,578,251 | |
| 4 | 11,791 | $61,313 | |||
| 5 | DOCS |
Doximity, Inc.
|
1,082 | $22,440 | |
| 6 | CCLD |
CareCloud, Inc.
|
7,102 | $15,056 | |
| 7 | TDOC |
Teladoc Health, Inc.
|
920 | $7,801 | |
| 8 | AMWL |
American Well Corp
This page
|
468 | $4,268 |
All Filings in AMWL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,268 | 468 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $81,545 | 16,608 | Shares | Sole | 2026-02-18 | |
| 2023-06-30 | $8,400 | 4,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,440 | 4,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,660 | 2,000 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||