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CPG
Cornerstone Planning Group’s
Teladoc Health
TDOC
Stock Holding History
Cornerstone Planning Group’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
$333
Hold
50
–
–
﹤0.01%
1729
2025
Q4
$287
Sell
50
-149
-75%
-$1.17K
﹤0.01%
1614
2025
Q3
$2.02K
Buy
199
+111
+126%
+$866
﹤0.01%
1159
2025
Q2
$612
Hold
88
–
–
﹤0.01%
1238
2025
Q1
$622
Hold
88
–
–
﹤0.01%
1236
2024
Q4
$898
Hold
88
–
–
﹤0.01%
976
2024
Q3
$785
Hold
88
–
–
﹤0.01%
993
2024
Q2
$669
Hold
88
–
–
﹤0.01%
1031
2024
Q1
$1.13K
Hold
88
–
–
﹤0.01%
756
2023
Q4
$1.9K
Hold
88
–
–
﹤0.01%
648
2023
Q3
$1.64K
Hold
88
–
–
﹤0.01%
697
2023
Q2
$2.23K
Buy
+88
New
+$2.21K
﹤0.01%
1121
2022
Q4
$2.19K
Buy
+88
New
+$2.37K
﹤0.01%
1156
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30.48%
1-Year Est. Return
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1-Year Est. Return
VCM
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$4.04T AUM
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$57.5B AUM
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1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Allianz Asset Management
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$86.6B AUM
38.74%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VC
Voss Capital
Houston, Texas
$1.75B AUM
1.03%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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