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Caldwell Trust’s Teladoc Health TDOC Stock Holding History

Caldwell Trust’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
Q2 		– Sell
-80
Closed -$637 – 762
2025
Q1 		$637 Hold
80
– – ﹤0.01% 743
2024
Q4 		$727 Hold
80
– – ﹤0.01% 704
2024
Q3 		$734 Hold
80
– – ﹤0.01% 693
2024
Q2 		$782 Sell
80
-800
-91% -$9.76K ﹤0.01% 684
2024
Q1 		$13.3K Buy
880
+800
+1,000% +$14.5K ﹤0.01% 598
2023
Q4 		$1.72K Hold
80
– – ﹤0.01% 686
2023
Q3 		$1.49K Hold
80
– – ﹤0.01% 690
2023
Q2 		$2.03K Hold
80
– – ﹤0.01% 719
2023
Q1 		$2.07K Hold
80
– – ﹤0.01% 704
2022
Q4 		$1.89K Hold
80
– – ﹤0.01% 701
2022
Q3 		$2.03K Sell
80
-279
-78% -$9.79K ﹤0.01% 698
2022
Q2 		$11.9K Hold
359
– – ﹤0.01% 606
2022
Q1 		$25.9K Sell
359
-810
-69% -$58.4K ﹤0.01% 537
2021
Q4 		$107K Sell
1,169
-685
-37% -$81.9K 0.01% 367
2021
Q3 		$235K Sell
1,854
-261
-12% -$38K 0.03% 255
2021
Q2 		$352K Sell
2,115
-172
-8% -$27.9K 0.05% 226
2021
Q1 		$416K Buy
2,287
+1,262
+123% +$293K 0.06% 198
2020
Q4 		$205K Buy
+1,025
New +$208K 0.03% 252

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

Caldwell Trust's TDOC Position: Q2 2025 in Review

Caldwell Trust sold out of Teladoc Health (TDOC) in Q2 2025, closing a stake of 80 shares — an estimated $637 sold.

Caldwell Trust first reported a position in TDOC in Q4 2020 and held it in 18 quarters. The position peaked at $416K in Q1 2021. 359 funds tracked by Wall St. Rank hold TDOC as of Q2 2025.

  • Caldwell Trust reported no remaining Teladoc Health position as of Q2 2025 after selling out during the quarter.
  • Caldwell Trust sold 80 Teladoc Health shares in Q2 2025, an estimated $637.
  • Caldwell Trust first reported a position in Teladoc Health in Q4 2020 and held it in 18 quarters.
  • Caldwell Trust's Teladoc Health position peaked at $416K in Q1 2021.
  • 359 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2025.

Based on Caldwell Trust's 13F filing for Q2 2025, filed 22 Sep 2025.