AWM
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AE Wealth Management’s Teladoc Health TDOC Stock Holding History

AE Wealth Management’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,747
Closed -$128K – 2369
2025
Q2 		$128K Buy
14,747
+3,010
+26% +$21.8K ﹤0.01% 1416
2025
Q1 		$93.4K Buy
+11,737
New +$119K ﹤0.01% 1456
2023
Q2 		– Sell
-12,029
Closed -$312K – 2040
2023
Q1 		$312K Sell
12,029
-2,740
-19% -$73.3K ﹤0.01% 1539
2022
Q4 		$349K Buy
+14,769
New +$398K ﹤0.01% 1447
2022
Q2 		– Sell
-14,328
Closed -$1.03M – 1838
2022
Q1 		$1.03M Sell
14,328
-904
-6% -$65.1K 0.01% 909
2021
Q4 		$1.4M Sell
15,232
-3,332
-18% -$398K 0.01% 812
2021
Q3 		$2.35M Sell
18,564
-9,558
-34% -$1.39M 0.02% 592
2021
Q2 		$4.68M Sell
28,122
-11,315
-29% -$1.83M 0.04% 389
2021
Q1 		$7.17M Sell
39,437
-6,047
-13% -$1.4M 0.07% 265
2020
Q4 		$9.1M Buy
45,484
+36,838
+426% +$7.49M 0.1% 200
2020
Q3 		$1.9M Sell
8,646
-3,552
-29% -$752K 0.03% 436
2020
Q2 		$2.33M Sell
12,198
-3,375
-22% -$591K 0.04% 366
2020
Q1 		$2.41M Buy
+15,573
New +$1.81M 0.06% 271

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AE Wealth Management's TDOC Position: Q3 2025 in Review

AE Wealth Management sold out of Teladoc Health (TDOC) in Q3 2025, closing a stake of 14,747 shares — an estimated $128K sold.

AE Wealth Management first reported a position in TDOC in Q1 2020 and held it in 13 quarters. The position peaked at $9.1M in Q4 2020. 356 funds tracked by Wall St. Rank hold TDOC as of Q3 2025.

  • AE Wealth Management reported no remaining Teladoc Health position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 14,747 Teladoc Health shares in Q3 2025, an estimated $128K.
  • AE Wealth Management first reported a position in Teladoc Health in Q1 2020 and held it in 13 quarters.
  • AE Wealth Management's Teladoc Health position peaked at $9.1M in Q4 2020.
  • 356 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.