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CarsonAllaria Wealth Management’s Teladoc Health TDOC Stock Holding History

CarsonAllaria Wealth Management’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
Q3 		– Sell
-515
Closed -$4.49K – 304
2025
Q2 		$4.49K Sell
515
-414
-45% -$3K ﹤0.01% 291
2025
Q1 		$7.39K Buy
929
+169
+22% +$1.71K ﹤0.01% 269
2024
Q4 		$6.91K Hold
760
– – ﹤0.01% 271
2024
Q3 		$6.98K Sell
760
-153
-17% -$1.27K ﹤0.01% 288
2024
Q2 		$8.93K Buy
913
+254
+39% +$3.1K 0.01% 258
2024
Q1 		$9.95K Sell
659
-70
-10% -$1.27K 0.01% 249
2023
Q4 		$15.7K Buy
729
+73
+11% +$1.35K 0.01% 187
2023
Q3 		$12.2K Sell
656
-54
-8% -$1.26K 0.01% 194
2023
Q2 		$18K Buy
710
+39
+6% +$982 0.01% 177
2023
Q1 		$17.4K Buy
671
+55
+9% +$1.47K 0.01% 178
2022
Q4 		$15K Buy
616
+2
+0.3% +$54 0.01% 172
2022
Q3 		$16K Buy
614
+92
+18% +$3.23K 0.01% 160
2022
Q2 		$17K Buy
522
+213
+69% +$9.05K 0.02% 157
2022
Q1 		$22K Sell
309
-19
-6% -$1.37K 0.02% 158
2021
Q4 		$30K Buy
+328
New +$39.2K 0.03% 150

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CarsonAllaria Wealth Management's TDOC Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Teladoc Health (TDOC) in Q3 2025, closing a stake of 515 shares — an estimated $4.49K sold.

CarsonAllaria Wealth Management first reported a position in TDOC in Q4 2021 and held it in 15 quarters. The position peaked at $30K in Q4 2021. 356 funds tracked by Wall St. Rank hold TDOC as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Teladoc Health position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 515 Teladoc Health shares in Q3 2025, an estimated $4.49K.
  • CarsonAllaria Wealth Management first reported a position in Teladoc Health in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Teladoc Health position peaked at $30K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.