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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return