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Bogart Wealth LLC’s Teladoc Health TDOC Stock Holding History

Bogart Wealth LLC’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
Q2 		$611 Hold
72
– – ﹤0.01% 1730
2026
Q1 		$392 Hold
72
– – ﹤0.01% 1647
2025
Q4 		$504 Hold
72
– – ﹤0.01% 1472
2025
Q3 		$557 Hold
72
– – ﹤0.01% 1387
2025
Q2 		$627 Sell
72
-35
-33% -$254 ﹤0.01% 1292
2025
Q1 		$852 Hold
107
– – ﹤0.01% 1203
2024
Q4 		$973 Sell
107
-16
-13% -$154 ﹤0.01% 1202
2024
Q3 		$1.13K Hold
123
– – ﹤0.01% 1014
2024
Q2 		$1.2K Hold
123
– – ﹤0.01% 993
2024
Q1 		$1.86K Sell
123
-9
-7% -$163 ﹤0.01% 913
2023
Q4 		$2.85K Sell
132
-1,758
-93% -$32.4K ﹤0.01% 850
2023
Q3 		$35.1K Sell
1,890
-54,022
-97% -$1.26M ﹤0.01% 401
2023
Q2 		$1.42M Buy
55,912
+3,684
+7% +$92.7K 0.09% 114
2023
Q1 		$1.35M Buy
52,228
+4,383
+9% +$117K 0.09% 110
2022
Q4 		$1.13M Buy
47,845
+10,532
+28% +$284K 0.08% 119
2022
Q3 		$946K Buy
37,313
+6,940
+23% +$243K 0.08% 113
2022
Q2 		$1.01M Buy
30,373
+7,025
+30% +$298K 0.09% 110
2022
Q1 		$1.68M Buy
23,348
+1,825
+8% +$131K 0.14% 100
2021
Q4 		$1.98M Buy
21,523
+6,248
+41% +$747K 0.18% 98
2021
Q3 		$1.94M Buy
15,275
+3,267
+27% +$476K 0.2% 94
2021
Q2 		$2M Buy
12,008
+11,985
+52,109% +$1.94M 0.22% 83
2021
Q1 		$4K Buy
+23
New +$5.33K ﹤0.01% 507

Other funds holding TDOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Bogart Wealth LLC's TDOC Position: Q2 2026 in Review

Bogart Wealth LLC held its Teladoc Health (TDOC) position steady in Q2 2026 at 72 shares worth $611. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

Bogart Wealth LLC first reported a position in TDOC in Q1 2021 and has held it in 22 quarters since. The position peaked at $2M in Q2 2021. 347 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • Bogart Wealth LLC held 72 shares of Teladoc Health worth $611 as of Q2 2026.
  • Bogart Wealth LLC left its Teladoc Health share count unchanged in Q2 2026.
  • Teladoc Health made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1730 holding.
  • Bogart Wealth LLC first reported a position in Teladoc Health in Q1 2021 and has held it in 22 quarters since.
  • Bogart Wealth LLC's Teladoc Health position peaked at $2M in Q2 2021.
  • 347 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.