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American Well Corp-class A shares owned by UMA Financial Services

Quarter-by-quarter ownership of American Well Corp-class A (AMWL) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in American Well Corp-class A

Tip: Access up to 7 years of quarterly data

All positions including American Well Corp-class A held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Well Corp-class A by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $995 189 5.26
2025-06-30 $1.2k 130 8.89
2025-03-31 $945 120 7.88

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
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Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding American Well Corp-class A

Morgan Stanley
Cable Car Capital
Vanguard Group
Vanguard Capital Management
Acadian Asset Management
BlackRock
Rima Management
Renaissance Technologies
Geode Capital Management
Rock Point Advisors
Two Sigma Investments
Goldman Sachs Group
Citadel Advisors
Dimensional Fund Advisors
Marshall Wace

View all funds holding American Well Corp-class A