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Crestwood Advisors Group’s Teladoc Health TDOC Stock Holding History

Crestwood Advisors 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
Q2 		$217K Buy
25,536
+8,364
+49% +$55.7K ﹤0.01% 811
2026
Q1 		$93.6K Buy
+17,172
New +$96.3K ﹤0.01% 758
2022
Q1 		– Sell
-2,605
Closed -$239K – 309
2021
Q4 		$239K Sell
2,605
-500
-16% -$59.8K 0.01% 271
2021
Q3 		$394K Sell
3,105
-1,620
-34% -$236K 0.01% 211
2021
Q2 		$786K Sell
4,725
-1,158
-20% -$188K 0.02% 169
2021
Q1 		$1.07M Sell
5,883
-232
-4% -$53.8K 0.03% 147
2020
Q4 		$1.22M Buy
6,115
+3,718
+155% +$756K 0.04% 136
2020
Q3 		$526K Buy
2,397
+375
+19% +$79.4K 0.02% 166
2020
Q2 		$386K Buy
2,022
+645
+47% +$113K 0.02% 179
2020
Q1 		$213K Buy
+1,377
New +$160K 0.01% 203

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

Crestwood Advisors Group's TDOC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Teladoc Health (TDOC) stake by 49% in Q2 2026, buying an estimated $55.7K and bringing the position to 25,536 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Crestwood Advisors Group first reported a position in TDOC in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2020. 348 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • Crestwood Advisors Group held 25,536 shares of Teladoc Health worth $217K as of Q2 2026.
  • Crestwood Advisors Group bought 8,364 Teladoc Health shares in Q2 2026, an estimated $55.7K.
  • Teladoc Health made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #811 holding.
  • Crestwood Advisors Group first reported a position in Teladoc Health in Q1 2020 and has held it in 10 quarters since.
  • Crestwood Advisors Group's Teladoc Health position peaked at $1.22M in Q4 2020.
  • 348 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.