CAI
TDOC icon

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 $5.7T AUM 30.48% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
State Street
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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return