CoreCap Advisors’s Teladoc Health TDOC Stock Holding History

CoreCap 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	$3.48K	Hold	411	–	–	﹤0.01%	2382
2026 Q1	$2.24K	Hold	411	–	–	﹤0.01%	2383
2025 Q4	$2.88K	Hold	411	–	–	﹤0.01%	2372
2025 Q3	$3.18K	Sell	411 -1,300	-76%	-$10.1K	﹤0.01%	2285
2025 Q2	$14.9K	Sell	1,711 -125	-7%	-$906	﹤0.01%	1711
2025 Q1	$14.6K	Sell	1,836 -300	-14%	-$3.04K	﹤0.01%	1665
2024 Q4	$19.4K	Buy	2,136 +51	+2%	+$492	﹤0.01%	1549
2024 Q3	$19.1K	Hold	2,085	–	–	﹤0.01%	1582
2024 Q2	$20.4K	Sell	2,085 -800	-28%	-$9.76K	﹤0.01%	892
2024 Q1	$43.6K	Buy	+2,885	New	+$52.4K	﹤0.01%	1172
2022 Q4	$1.51K	Buy	+64	New	+$1.73K	﹤0.01%	1990
2022 Q3	–	Sell	-529	Closed	-$18K	–	1917
2022 Q2	$18K	Buy	+529	New	+$22.5K	﹤0.01%	1289
2022 Q1	–	Sell	-103	Closed	-$9K	–	1917
2021 Q4	$9K	Buy	+103	New	+$12.3K	﹤0.01%	1598

Other funds holding TDOC

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return