Institute for Wealth Management’s Teladoc Health TDOC Stock Holding History

Institute for 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
2026 Q2	$1.78K	Buy	+210	New	+$1.4K	﹤0.01%	1602
2022 Q1	–	Sell	-2,488	Closed	-$228K	–	563
2021 Q4	$228K	Buy	2,488 +329	+15%	+$39.3K	0.04%	442
2021 Q3	$274K	Hold	2,159	–	–	0.05%	399
2021 Q2	$359K	Buy	2,159 +224	+12%	+$36.3K	0.06%	333
2021 Q1	$352K	Buy	1,935 +149	+8%	+$34.6K	0.07%	331
2020 Q4	$357K	Sell	1,786 -21	-1%	-$4.27K	0.07%	320
2020 Q3	$396K	Sell	1,807 -240	-12%	-$50.8K	0.09%	266
2020 Q2	$391K	Buy	2,047 +210	+11%	+$36.8K	0.1%	281
2020 Q1	$285K	Buy	+1,837	New	+$214K	0.09%	290

Other funds holding TDOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Institute for Wealth Management's TDOC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Teladoc Health (TDOC) in Q2 2026: 210 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #1602 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TDOC as recently as Q4 2021.

Institute for Wealth Management first reported a position in TDOC in Q1 2020 and has held it in 9 quarters since. The position peaked at $396K in Q3 2020. 348 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

Institute for Wealth Management held 210 shares of Teladoc Health worth $1.78K as of Q2 2026.
Teladoc Health was a new Institute for Wealth Management position in Q2 2026.
Teladoc Health made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1602 holding.
Institute for Wealth Management first reported a position in Teladoc Health in Q1 2020 and has held it in 9 quarters since.
Institute for Wealth Management's Teladoc Health position peaked at $396K in Q3 2020.
348 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.