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Capital Advisors Inc’s Teladoc Health TDOC Stock Holding History

Capital Advisors Inc’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
Q4 		– Sell
-80,000
Closed -$46.9K – 362
2025
Q3 		$46.9K Buy
80,000
+60,000
+300% +$468K ﹤0.01% 336
2025
Q2 		$62.7K Buy
+20,000
New +$145K ﹤0.01% 319
2021
Q4 		– Sell
-77,166
Closed -$9.79M – 255
2021
Q3 		$9.79M Buy
77,166
+3,485
+5% +$507K 0.29% 91
2021
Q2 		$12.3M Buy
73,681
+7,855
+12% +$1.27M 0.37% 90
2021
Q1 		$12M Buy
65,826
+5,783
+10% +$1.34M 0.39% 85
2020
Q4 		$12M Buy
60,043
+5,569
+10% +$1.13M 0.43% 81
2020
Q3 		$11.9M Buy
54,474
+1,638
+3% +$347K 0.48% 74
2020
Q2 		$11.2M Sell
52,836
-23,992
-31% -$4.2M 0.47% 76
2020
Q1 		$11.9M Buy
+76,828
New +$8.94M 0.65% 57

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
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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital Advisors Inc's TDOC Position: Q4 2025 in Review

Capital Advisors Inc sold out of Teladoc Health (TDOC) in Q4 2025, closing a stake of 80,000 shares — an estimated $46.9K sold.

Capital Advisors Inc first reported a position in TDOC in Q1 2020 and held it in 9 quarters. The position peaked at $12.3M in Q2 2021. 344 funds tracked by Wall St. Rank hold TDOC as of Q4 2025.

  • Capital Advisors Inc reported no remaining Teladoc Health position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 80,000 Teladoc Health shares in Q4 2025, an estimated $46.9K.
  • Capital Advisors Inc first reported a position in Teladoc Health in Q1 2020 and held it in 9 quarters.
  • Capital Advisors Inc's Teladoc Health position peaked at $12.3M in Q2 2021.
  • 344 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2025.

Based on Capital Advisors Inc's 13F filing for Q4 2025, filed 15 Jan 2026.