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
2021
Q1 		– Sell
-500
Closed -$6K – 2721
2020
Q4 		$6K Buy
+500
New +$102K ﹤0.01% 2253
2020
Q3 		– Sell
-300
Closed -$1K – 2263
2020
Q2 		$1K Buy
+300
New +$52.6K ﹤0.01% 2001

Other funds holding TDOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.