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Cape Investment Advisory’s Teladoc Health TDOC Stock Holding History

Cape Investment Advisory’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 		$2.15K Buy
+253
New +$1.68K ﹤0.01% 1224
2026
Q1 		– Sell
-253
Closed -$1.77K – 1095
2025
Q4 		$1.77K Sell
253
-100
-28% -$783 ﹤0.01% 1122
2025
Q3 		$2.73K Hold
353
– – ﹤0.01% 629
2025
Q2 		$3.08K Hold
353
– – ﹤0.01% 857
2025
Q1 		$2.81K Sell
353
-35
-9% -$354 ﹤0.01% 846
2024
Q4 		$3.53K Hold
388
– – ﹤0.01% 806
2024
Q3 		$3.56K Sell
388
-81
-17% -$670 ﹤0.01% 766
2024
Q2 		$4.59K Hold
469
– – ﹤0.01% 680
2024
Q1 		$7.08K Sell
469
-97
-17% -$1.76K ﹤0.01% 597
2023
Q4 		$12.2K Hold
566
– – 0.01% 622
2023
Q3 		$10.5K Hold
566
– – 0.01% 543
2023
Q2 		$14.3K Sell
566
-30
-5% -$755 0.01% 492
2023
Q1 		$15.4K Buy
+596
New +$15.9K 0.01% 466

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

Cape Investment Advisory's TDOC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Teladoc Health (TDOC) in Q2 2026: 253 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TDOC as recently as Q4 2025.

Cape Investment Advisory first reported a position in TDOC in Q1 2023 and has held it in 13 quarters since. The position peaked at $15.4K in Q1 2023. 347 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • Cape Investment Advisory held 253 shares of Teladoc Health worth $2.15K as of Q2 2026.
  • Teladoc Health was a new Cape Investment Advisory position in Q2 2026.
  • Teladoc Health made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1224 holding.
  • Cape Investment Advisory first reported a position in Teladoc Health in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Teladoc Health position peaked at $15.4K in Q1 2023.
  • 347 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.