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Essential Partners’s Teladoc Health TDOC Stock Holding History

Essential Partners’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
Q3 		$15.6K Sell
2,683
-1,855
-41% -$13.6K 0.01% 1002
2026
Q2 		$38.5K Sell
4,538
-16,157
-78% -$108K 0.02% 678
2026
Q1 		$113K Buy
+20,695
New +$116K 0.04% 396

Other funds holding TDOC

Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
CCM
Chiron Capital Management Tallahassee, Florida $101M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's TDOC Position: Q3 2026 in Review

Essential Partners reduced its Teladoc Health (TDOC) stake by 41% in Q3 2026, selling an estimated $13.6K and leaving 2,683 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #1002.

Essential Partners first reported a position in TDOC in Q1 2026 and has held it in 3 quarters since. The position peaked at $113K in Q1 2026. 30 funds tracked by Wall St. Rank hold TDOC as of Q3 2026.

  • Essential Partners held 2,683 shares of Teladoc Health worth $15.6K as of Q3 2026.
  • Essential Partners sold 1,855 Teladoc Health shares in Q3 2026, an estimated $13.6K.
  • Teladoc Health made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1002 holding.
  • Essential Partners first reported a position in Teladoc Health in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Teladoc Health position peaked at $113K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.