Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Teladoc Health TDOC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$225K Buy
41,207
+35,320
+600% +$198K ﹤0.01% 2637
2025
Q4 		$41K Buy
5,887
+527
+10% +$4.13K ﹤0.01% 3752
2025
Q3 		$41K Sell
5,360
-20
-0.4% -$156 ﹤0.01% 3684
2025
Q2 		$47K Sell
5,380
-9,821
-65% -$71.2K ﹤0.01% 3335
2025
Q1 		$121K Sell
15,201
-187
-1% -$1.89K ﹤0.01% 2263
2024
Q4 		$140K Buy
15,388
+1,831
+14% +$17.7K ﹤0.01% 2066
2024
Q3 		$124K Buy
13,557
+9,309
+219% +$77K ﹤0.01% 2059
2024
Q2 		$42K Sell
4,248
-426
-9% -$5.2K ﹤0.01% 2599
2024
Q1 		$71K Sell
4,674
-742
-14% -$13.5K ﹤0.01% 2084
2023
Q4 		$117K Buy
5,416
+1,291
+31% +$23.8K ﹤0.01% 1662
2023
Q3 		$77K Buy
4,125
+167
+4% +$3.9K ﹤0.01% 1799
2023
Q2 		$100K Buy
3,958
+614
+18% +$15.5K ﹤0.01% 1570
2023
Q1 		$87K Buy
3,344
+101
+3% +$2.7K ﹤0.01% 1568
2022
Q4 		$77K Sell
3,243
-22
-0.7% -$593 ﹤0.01% 1503
2022
Q3 		$83K Buy
3,265
+805
+33% +$28.2K ﹤0.01% 1419
2022
Q2 		$82K Sell
2,460
-11,744
-83% -$499K ﹤0.01% 1397
2022
Q1 		$1.02M Sell
14,204
-14,554
-51% -$1.05M 0.01% 555
2021
Q4 		$2.64M Buy
+28,758
New +$3.44M 0.02% 382
2021
Q2 		$2.93M Hold
17,637
– – 0.02% 354
2021
Q1 		$2.93M Hold
17,637
– – 0.02% 354
2020
Q4 		$2.93M Hold
17,637
– – 0.02% 354
2020
Q3 		$2.93M Hold
17,637
– – 0.02% 354
2020
Q2 		$2.93M Hold
17,637
– – 0.02% 354
2020
Q1 		$2.93M Hold
17,637
– – 0.02% 354
2019
Q4 		$2.93M Hold
17,637
– – 0.02% 354
2019
Q3 		$2.93M Hold
17,637
– – 0.02% 354
2019
Q2 		$2.93M Hold
17,637
– – 0.02% 354
2019
Q1 		$2.93M Sell
17,637
-23,668
-57% -$1.44M 0.02% 354
2018
Q4 		$2.05M Buy
41,305
+696
+2% +$42.6K 0.05% 284
2018
Q3 		$3.51M Sell
40,609
-13,023
-24% -$928K 0.09% 204
2018
Q2 		$3.11M Buy
53,632
+1,078
+2% +$52.6K 0.1% 172
2018
Q1 		$2.12M Sell
52,554
-2,198
-4% -$83K 0.08% 170
2017
Q4 		$1.91M Sell
54,752
-1,947
-3% -$64.7K 0.08% 173
2017
Q3 		$1.88M Sell
56,699
-1,843
-3% -$60.4K 0.09% 161
2017
Q2 		$2.03M Sell
58,542
-39,741
-40% -$1.16M 0.1% 154
2017
Q1 		$2.46M Sell
98,283
-138,484
-58% -$2.88M 0.14% 130
2016
Q4 		$3.91M Sell
236,767
-11,037
-4% -$187K 0.24% 103
2016
Q3 		$4.54M Sell
247,804
-123,554
-33% -$2.17M 0.31% 91
2016
Q2 		$5.95M Buy
371,358
+234,678
+172% +$2.74M 0.43% 76
2016
Q1 		$1.31M Sell
136,680
-11,909
-8% -$169K 0.12% 148
2015
Q4 		$2.67M Buy
+148,589
New +$2.74M 0.26% 113

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TDOC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Teladoc Health (TDOC) stake by 600% in Q1 2026, buying an estimated $198K and bringing the position to 41,207 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Carson Wealth (CWM LLC) first reported a position in TDOC in Q4 2015 and has held it in 41 quarters since. The position peaked at $5.95M in Q2 2016. 324 funds tracked by Wall St. Rank hold TDOC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 41,207 shares of Teladoc Health worth $225K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 35,320 Teladoc Health shares in Q1 2026, an estimated $198K.
  • Teladoc Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2637 holding.
  • Carson Wealth (CWM LLC) first reported a position in Teladoc Health in Q4 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s Teladoc Health position peaked at $5.95M in Q2 2016.
  • 324 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.