CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Teladoc Health TDOC Stock Holding History

CAPTRUST Financial Advisors’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 		$325K Buy
38,374
+26,345
+219% +$175K ﹤0.01% 2523
2026
Q1 		$65.5K Buy
+12,029
New +$67.5K ﹤0.01% 2869
2024
Q1 		– Sell
-26,201
Closed -$565K – 2618
2023
Q4 		$565K Buy
26,201
+361
+1% +$6.66K ﹤0.01% 1657
2023
Q3 		$480K Buy
25,840
+5,217
+25% +$122K ﹤0.01% 1674
2023
Q2 		$522K Sell
20,623
-1,556
-7% -$39.2K ﹤0.01% 1598
2023
Q1 		$574K Buy
22,179
+799
+4% +$21.4K ﹤0.01% 1327
2022
Q4 		$506K Buy
21,380
+1,079
+5% +$29.1K ﹤0.01% 1325
2022
Q3 		$515K Buy
20,301
+13,555
+201% +$476K ﹤0.01% 1231
2022
Q2 		$224K Buy
6,746
+1,882
+39% +$79.9K ﹤0.01% 1625
2022
Q1 		$351K Buy
4,864
+776
+19% +$55.9K ﹤0.01% 1343
2021
Q4 		$375K Buy
4,088
+346
+9% +$41.4K ﹤0.01% 1272
2021
Q3 		$475K Sell
3,742
-726
-16% -$106K ﹤0.01% 1055
2021
Q2 		$743K Sell
4,468
-2,355
-35% -$382K 0.01% 838
2021
Q1 		$1.24M Buy
6,823
+2,127
+45% +$493K 0.01% 618
2020
Q4 		$939K Sell
4,696
-217
-4% -$44.1K 0.01% 627
2020
Q3 		$1.08M Sell
4,913
-645
-12% -$137K 0.02% 491
2020
Q2 		$1.1M Buy
5,558
+1,505
+37% +$264K 0.02% 472
2020
Q1 		$659K Buy
4,053
+588
+17% +$68.4K 0.01% 517
2019
Q4 		$288K Buy
3,465
+2,687
+345% +$204K ﹤0.01% 861
2019
Q3 		$53K Sell
778
-57
-7% -$3.75K ﹤0.01% 980
2019
Q2 		$55K Hold
835
– – ﹤0.01% 944
2019
Q1 		$46K Buy
835
+452
+118% +$27.6K ﹤0.01% 935
2018
Q4 		$19K Buy
+383
New +$23.4K ﹤0.01% 1039

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 $123B AUM 45.23% 1-Year Est. Return

CAPTRUST Financial Advisors's TDOC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Teladoc Health (TDOC) stake by 219% in Q2 2026, buying an estimated $175K and bringing the position to 38,374 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

CAPTRUST Financial Advisors first reported a position in TDOC in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.24M in Q1 2021. 348 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • CAPTRUST Financial Advisors held 38,374 shares of Teladoc Health worth $325K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 26,345 Teladoc Health shares in Q2 2026, an estimated $175K.
  • Teladoc Health made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2523 holding.
  • CAPTRUST Financial Advisors first reported a position in Teladoc Health in Q4 2018 and has held it in 23 quarters since.
  • CAPTRUST Financial Advisors's Teladoc Health position peaked at $1.24M in Q1 2021.
  • 348 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.