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Evermay Wealth Management’s Teladoc Health TDOC Stock Holding History

Evermay Wealth Management’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
2025
Q3 		– Sell
-80
Closed -$697 – 572
2025
Q2 		$697 Buy
+80
New +$580 ﹤0.01% 530
2022
Q4 		– Sell
-90
Closed -$2K – 594
2022
Q3 		$2K Hold
90
– – ﹤0.01% 482
2022
Q2 		$3K Sell
90
-20
-18% -$849 ﹤0.01% 466
2022
Q1 		$8K Buy
110
+27
+33% +$1.95K ﹤0.01% 437
2021
Q4 		$8K Buy
83
+3
+4% +$359 ﹤0.01% 422
2021
Q3 		$10K Buy
+80
New +$11.6K ﹤0.01% 386

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evermay Wealth Management's TDOC Position: Q3 2025 in Review

Evermay Wealth Management sold out of Teladoc Health (TDOC) in Q3 2025, closing a stake of 80 shares — an estimated $697 sold.

Evermay Wealth Management first reported a position in TDOC in Q3 2021 and held it in 6 quarters. The position peaked at $10K in Q3 2021. 356 funds tracked by Wall St. Rank hold TDOC as of Q3 2025.

  • Evermay Wealth Management reported no remaining Teladoc Health position as of Q3 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 80 Teladoc Health shares in Q3 2025, an estimated $697.
  • Evermay Wealth Management first reported a position in Teladoc Health in Q3 2021 and held it in 6 quarters.
  • Evermay Wealth Management's Teladoc Health position peaked at $10K in Q3 2021.
  • 356 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2025.

Based on Evermay Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.