EWM
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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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return