Avion Wealth’s Teladoc Health TDOC Stock Holding History

Avion Wealth’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	–	Sell	-98	Closed	–	–	1697
2026 Q2	$0	Hold	98	–	–	﹤0.01%	1731
2026 Q1	$0	Buy	+98	New	+$550	﹤0.01%	1591
2025 Q2	–	Sell	-70	Closed	–	–	1595
2025 Q1	$0	Buy	+70	New	+$708	﹤0.01%	1345
2024 Q4	–	Sell	-70	Closed	–	–	1269
2024 Q3	$0	Buy	+70	New	+$579	﹤0.01%	1318
2021 Q1	–	Sell	-184	Closed	-$37K	–	384
2020 Q4	$37K	Buy	+184	New	+$37.4K	0.01%	142

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

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

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Avion Wealth's TDOC Position: Q3 2026 in Review

Avion Wealth sold out of Teladoc Health (TDOC) in Q3 2026, closing a stake of 98 shares.

Avion Wealth first reported a position in TDOC in Q4 2020 and held it in 5 quarters. The position peaked at $37K in Q4 2020. 112 funds tracked by Wall St. Rank hold TDOC as of Q3 2026.

Avion Wealth reported no remaining Teladoc Health position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 98 Teladoc Health shares in Q3 2026.
Avion Wealth first reported a position in Teladoc Health in Q4 2020 and held it in 5 quarters.
Avion Wealth's Teladoc Health position peaked at $37K in Q4 2020.
112 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.