Creative Planning
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Creative Planning’s Teladoc Health TDOC Stock Holding History

Creative Planning’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
2020
Q4 		– Sell
-100
Closed -$3K – 2455
2020
Q3 		$3K Buy
+100
New +$21.2K ﹤0.01% 2077
2018
Q4 		– Sell
-2,100
Closed -$108K – 2102
2018
Q3 		$108K Buy
+2,100
New +$150K ﹤0.01% 1778

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

Creative Planning's TDOC Position: Q2 2026 in Review

Creative Planning increased its Teladoc Health (TDOC) stake by 1% in Q2 2026, buying an estimated $12.6K and bringing the position to 188,081 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Creative Planning first reported a position in TDOC in Q3 2016 and has held it in 36 quarters since. The position peaked at $4.74M in Q4 2020. 348 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • Creative Planning held 188,081 shares of Teladoc Health worth $1.59M as of Q2 2026.
  • Creative Planning bought 1,893 Teladoc Health shares in Q2 2026, an estimated $12.6K.
  • Teladoc Health made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2272 holding.
  • Creative Planning first reported a position in Teladoc Health in Q3 2016 and has held it in 36 quarters since.
  • Creative Planning's Teladoc Health position peaked at $4.74M in Q4 2020.
  • 348 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.