AssetMark Inc’s Teladoc Health TDOC Stock Holding History

AssetMark Inc’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 Q3	$197	Hold	34	–	–	﹤0.01%	3615
2026 Q2	$288	Buy	+34	New	+$226	﹤0.01%	3377
2025 Q1	–	Sell	-10	Closed	-$91	–	2759
2024 Q4	$91	Buy	+10	New	+$97	﹤0.01%	2536
2024 Q1	–	Sell	-7	Closed	-$151	–	2111
2023 Q4	$151	Buy	7 +5	+250%	+$92	﹤0.01%	1795
2023 Q3	$37	Buy	+2	New	+$47	﹤0.01%	1726
2022 Q2	–	Sell	-3	Closed	–	–	1660
2022 Q1	$0	Sell	3 -17	-85%	-$1.22K	﹤0.01%	1739
2021 Q4	$2K	Buy	+20	New	+$2.39K	﹤0.01%	1390
2021 Q1	–	Sell	-45	Closed	-$9K	–	1526
2020 Q4	$9K	Buy	+45	New	+$9.15K	﹤0.01%	948
2019 Q3	–	Sell	-14	Closed	-$1K	–	1418
2019 Q2	$1K	Buy	14 +2	+17%	+$117	﹤0.01%	1274
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	1280
2018 Q4	$1K	Buy	+12	New	+$734	﹤0.01%	1359

Other funds holding TDOC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

AssetMark Inc's TDOC Position: Q3 2026 in Review

AssetMark Inc held its Teladoc Health (TDOC) position steady in Q3 2026 at 34 shares worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #3615.

AssetMark Inc first reported a position in TDOC in Q4 2018 and has held it in 11 quarters since. The position peaked at $9K in Q4 2020. 116 funds tracked by Wall St. Rank hold TDOC as of Q3 2026.

AssetMark Inc held 34 shares of Teladoc Health worth $197 as of Q3 2026.
AssetMark Inc left its Teladoc Health share count unchanged in Q3 2026.
Teladoc Health made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3615 holding.
AssetMark Inc first reported a position in Teladoc Health in Q4 2018 and has held it in 11 quarters since.
AssetMark Inc's Teladoc Health position peaked at $9K in Q4 2020.
116 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.