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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
2025
Q4 		– Sell
-13,798
Closed -$107K – 710
2025
Q3 		$107K Buy
+13,798
New +$108K 0.01% 747
2023
Q1 		– Sell
-21,200
Closed -$5.55K – 716
2022
Q4 		$5.55K Buy
+21,200
New +$572K ﹤0.01% 626

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arete Wealth Advisors's TDOC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Teladoc Health (TDOC) in Q4 2025, closing a stake of 13,798 shares — an estimated $107K sold.

Arete Wealth Advisors first reported a position in TDOC in Q4 2022 and held it in 2 quarters. The position peaked at $107K in Q3 2025. 344 funds tracked by Wall St. Rank hold TDOC as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Teladoc Health position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 13,798 Teladoc Health shares in Q4 2025, an estimated $107K.
  • Arete Wealth Advisors first reported a position in Teladoc Health in Q4 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's Teladoc Health position peaked at $107K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.