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EverSource Wealth Advisors’s Teladoc Health TDOC Stock Holding History

EverSource Wealth Advisors’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 		$49.9K Buy
5,889
+232
+4% +$1.54K ﹤0.01% 1781
2026
Q1 		$30.8K Buy
5,657
+4,945
+695% +$27.7K ﹤0.01% 2231
2025
Q4 		$4.98K Buy
712
+111
+18% +$869 ﹤0.01% 3120
2025
Q3 		$4.65K Buy
601
+504
+520% +$3.93K ﹤0.01% 3192
2025
Q2 		$845 Sell
97
-69
-42% -$500 ﹤0.01% 3772
2025
Q1 		$1.32K Sell
166
-67
-29% -$678 ﹤0.01% 3112
2024
Q4 		$2.12K Buy
233
+67
+40% +$647 ﹤0.01% 2691
2024
Q3 		$1.52K Buy
166
+158
+1,975% +$1.31K ﹤0.01% 2617
2024
Q2 		$75 Sell
8
-154
-95% -$1.88K ﹤0.01% 3006
2024
Q1 		$2.07K Sell
162
-212
-57% -$3.85K ﹤0.01% 2377
2023
Q4 		$8.06K Sell
374
-431
-54% -$7.95K ﹤0.01% 1662
2023
Q3 		$15K Sell
805
-95
-11% -$2.22K ﹤0.01% 1244
2023
Q2 		$22.8K Hold
900
– – ﹤0.01% 1106
2023
Q1 		$23.3K Sell
900
-175
-16% -$4.68K ﹤0.01% 1018
2022
Q4 		$25.4K Buy
+1,075
New +$29K ﹤0.01% 990
2022
Q1 		– Sell
-77
Closed -$7K – 1842
2021
Q4 		$7K Buy
+77
New +$9.2K ﹤0.01% 1138

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

EverSource Wealth Advisors's TDOC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Teladoc Health (TDOC) stake by 4.1% in Q2 2026, buying an estimated $1.54K and bringing the position to 5,889 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

EverSource Wealth Advisors first reported a position in TDOC in Q4 2021 and has held it in 16 quarters since. 348 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • EverSource Wealth Advisors held 5,889 shares of Teladoc Health worth $49.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 232 Teladoc Health shares in Q2 2026, an estimated $1.54K.
  • Teladoc Health made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1781 holding.
  • EverSource Wealth Advisors first reported a position in Teladoc Health in Q4 2021 and has held it in 16 quarters since.
  • 348 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.