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Clearstead Advisors’s Teladoc Health TDOC Stock Holding History

Clearstead 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 		$9.6K Sell
1,132
-958
-46% -$6.38K ﹤0.01% 1988
2026
Q1 		$11.4K Hold
2,090
– – ﹤0.01% 1559
2025
Q4 		$14.6K Sell
2,090
-125
-6% -$979 ﹤0.01% 1799
2025
Q3 		$17.1K Buy
2,215
+700
+46% +$5.46K ﹤0.01% 1713
2025
Q2 		$13.2K Hold
1,515
– – ﹤0.01% 1787
2025
Q1 		$12.1K Hold
1,515
– – ﹤0.01% 1562
2024
Q4 		$13.8K Sell
1,515
-1,350
-47% -$13K ﹤0.01% 1496
2024
Q3 		$26.3K Buy
2,865
+800
+39% +$6.62K ﹤0.01% 1353
2024
Q2 		$20.2K Hold
2,065
– – ﹤0.01% 1377
2024
Q1 		$25.7K Buy
2,065
+1,425
+223% +$25.9K ﹤0.01% 900
2023
Q4 		$13.8K Buy
640
+290
+83% +$5.35K ﹤0.01% 1003
2023
Q3 		$6.51K Hold
350
– – ﹤0.01% 1050
2023
Q2 		$8.86K Buy
350
+200
+133% +$5.03K ﹤0.01% 999
2023
Q1 		$3.88K Sell
150
-180
-55% -$4.82K ﹤0.01% 1049
2022
Q4 		$7.8K Buy
330
+65
+25% +$1.75K ﹤0.01% 936
2022
Q3 		$7K Sell
265
-335
-56% -$11.8K ﹤0.01% 941
2022
Q2 		$20K Buy
600
+175
+41% +$7.43K ﹤0.01% 804
2022
Q1 		$31K Buy
425
+150
+55% +$10.8K ﹤0.01% 775
2021
Q4 		$25K Sell
275
-2,238
-89% -$267K ﹤0.01% 774
2021
Q3 		$319K Buy
2,513
+2,380
+1,789% +$347K 0.02% 304
2021
Q2 		$22K Hold
133
– – ﹤0.01% 696
2021
Q1 		$24K Hold
133
– – ﹤0.01% 645
2020
Q4 		$27K Buy
133
+3
+2% +$610 ﹤0.01% 588
2020
Q3 		$29K Buy
130
+5
+4% +$1.06K ﹤0.01% 547
2020
Q2 		$24K Hold
125
– – ﹤0.01% 513
2020
Q1 		$19K Buy
+125
New +$14.5K ﹤0.01% 510

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

Clearstead Advisors's TDOC Position: Q2 2026 in Review

Clearstead Advisors reduced its Teladoc Health (TDOC) stake by 46% in Q2 2026, selling an estimated $6.38K and leaving 1,132 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Clearstead Advisors first reported a position in TDOC in Q1 2020 and has held it in 26 quarters since. The position peaked at $319K in Q3 2021. 348 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • Clearstead Advisors held 1,132 shares of Teladoc Health worth $9.6K as of Q2 2026.
  • Clearstead Advisors sold 958 Teladoc Health shares in Q2 2026, an estimated $6.38K.
  • Teladoc Health made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1988 holding.
  • Clearstead Advisors first reported a position in Teladoc Health in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Teladoc Health position peaked at $319K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.