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Arete Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Arete Wealth Advisors’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
2026
Q1 		– Sell
-13,798
Closed -$97K – 696
2025
Q4 		$97K Hold
13,798
– – 0.01% 744
2025
Q3 		$107K Buy
+13,798
New +$108K 0.01% 747
2023
Q1 		– Sell
-21,200
Closed -$5.55M – 716
2022
Q4 		$5.55M Buy
+21,200
New +$572K ﹤0.01% 626

Other funds holding TDOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arete Wealth Advisors's TDOC Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Teladoc Health (TDOC) in Q1 2026, closing a stake of 13,798 shares — an estimated $97K sold.

Arete Wealth Advisors first reported a position in TDOC in Q4 2022 and held it in 3 quarters. The position peaked at $5.55M in Q4 2022. 323 funds tracked by Wall St. Rank hold TDOC as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Teladoc Health position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 13,798 Teladoc Health shares in Q1 2026, an estimated $97K.
  • Arete Wealth Advisors first reported a position in Teladoc Health in Q4 2022 and held it in 3 quarters.
  • Arete Wealth Advisors's Teladoc Health position peaked at $5.55M in Q4 2022.
  • 323 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.