Creative Planning’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Buy |
186,188
+165,942
| +820% | +$931K | ﹤0.01% | 2444 |
|
|
2025
Q4 | $142K | Sell |
20,246
-321
| -2% | -$2.51K | ﹤0.01% | 3644 |
|
|
2025
Q3 | $159K | Buy |
20,567
+1,462
| +8% | +$11.4K | ﹤0.01% | 3560 |
|
|
2025
Q2 | $166K | Sell |
19,105
-52,991
| -74% | -$384K | ﹤0.01% | 3294 |
|
|
2025
Q1 | $574K | Sell |
72,096
-24,939
| -26% | -$252K | ﹤0.01% | 2165 |
|
|
2024
Q4 | $882K | Buy |
97,035
+32,910
| +51% | +$318K | ﹤0.01% | 1736 |
|
|
2024
Q3 | $589K | Buy |
64,125
+41,602
| +185% | +$344K | ﹤0.01% | 1960 |
|
|
2024
Q2 | $220K | Sell |
22,523
-534
| -2% | -$6.51K | ﹤0.01% | 2610 |
|
|
2024
Q1 | $348K | Sell |
23,057
-840
| -4% | -$15.2K | ﹤0.01% | 2124 |
|
|
2023
Q4 | $515K | Buy |
23,897
+999
| +4% | +$18.4K | ﹤0.01% | 1698 |
|
|
2023
Q3 | $426K | Sell |
22,898
-1,279
| -5% | -$29.9K | ﹤0.01% | 1665 |
|
|
2023
Q2 | $612K | Sell |
24,177
-5,338
| -18% | -$134K | ﹤0.01% | 1429 |
|
|
2023
Q1 | $764K | Sell |
29,515
-2,788
| -9% | -$74.6K | ﹤0.01% | 1221 |
|
|
2022
Q4 | $764K | Buy |
32,303
+11,579
| +56% | +$312K | ﹤0.01% | 1171 |
|
|
2022
Q3 | $525K | Sell |
20,724
-29,931
| -59% | -$1.05M | ﹤0.01% | 1309 |
|
|
2022
Q2 | $1.68M | Buy |
50,655
+38,403
| +313% | +$1.63M | ﹤0.01% | 776 |
|
|
2022
Q1 | $885K | Buy |
12,252
+4,693
| +62% | +$338K | ﹤0.01% | 1045 |
|
|
2021
Q4 | $694K | Sell |
7,559
-4,147
| -35% | -$496K | ﹤0.01% | 1123 |
|
|
2021
Q3 | $1.48M | Sell |
11,706
-749
| -6% | -$109K | ﹤0.01% | 779 |
|
|
2021
Q2 | $2.07M | Sell |
12,455
-4,361
| -26% | -$707K | ﹤0.01% | 671 |
|
|
2021
Q1 | $3.06M | Sell |
16,816
-6,885
| -29% | -$1.6M | 0.01% | 550 |
|
|
2020
Q4 | $4.74M | Buy |
23,701
+11,212
| +90% | +$2.28M | 0.01% | 389 |
|
|
2020
Q3 | $2.74M | Buy |
12,489
+1,499
| +14% | +$317K | 0.01% | 463 |
|
|
2020
Q2 | $2.1M | Buy |
10,990
+854
| +8% | +$150K | 0.01% | 481 |
|
|
2020
Q1 | $1.57M | Buy |
10,136
+5,281
| +109% | +$614K | 0.01% | 498 |
|
|
2019
Q4 | $406K | Buy |
4,855
+67
| +1% | +$5.1K | ﹤0.01% | 1226 |
|
|
2019
Q3 | $324K | Sell |
4,788
-755
| -14% | -$49.7K | ﹤0.01% | 1314 |
|
|
2019
Q2 | $368K | Sell |
5,543
-2,229
| -29% | -$130K | ﹤0.01% | 1242 |
|
|
2019
Q1 | $432K | Buy |
7,772
+1,667
| +27% | +$102K | ﹤0.01% | 1119 |
|
|
2018
Q4 | $303K | Buy |
6,105
+1,506
| +33% | +$92.2K | ﹤0.01% | 1227 |
|
|
2018
Q3 | $397K | Buy |
+4,599
| New | +$328K | ﹤0.01% | 1220 |
|
|
2017
Q3 | – | Sell |
-75
| Closed | -$3K | – | 3522 |
|
|
2017
Q2 | $3K | Sell |
75
-108
| -59% | -$3.15K | ﹤0.01% | 4203 |
|
|
2017
Q1 | $5K | Buy |
183
+7
| +4% | +$146 | ﹤0.01% | 3975 |
|
|
2016
Q4 | $3K | Buy |
176
+76
| +76% | +$1.29K | ﹤0.01% | 4172 |
|
|
2016
Q3 | $2K | Buy |
+100
| New | +$1.75K | ﹤0.01% | 4253 |
|
Other funds holding TDOC
VPM
VCM
VC
Creative Planning's TDOC Position: Q1 2026 in Review
Creative Planning increased its Teladoc Health (TDOC) stake by 820% in Q1 2026, buying an estimated $931K and bringing the position to 186,188 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2444.
Creative Planning first reported a position in TDOC in Q3 2016 and has held it in 35 quarters since. The position peaked at $4.74M in Q4 2020. 322 funds tracked by Wall St. Rank hold TDOC as of Q1 2026.
- Creative Planning held 186,188 shares of Teladoc Health worth $1.01M as of Q1 2026.
- Creative Planning bought 165,942 Teladoc Health shares in Q1 2026, an estimated $931K.
- Teladoc Health made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2444 holding.
- Creative Planning first reported a position in Teladoc Health in Q3 2016 and has held it in 35 quarters since.
- Creative Planning's Teladoc Health position peaked at $4.74M in Q4 2020.
- 322 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.