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Integrated Wealth Concepts’s Teladoc Health TDOC Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-11,806
Closed -$64.3K – 2528
2026
Q1 		$64.3K Buy
+11,806
New +$66.2K ﹤0.01% 2205
2022
Q2 		– Sell
-3,693
Closed -$266K – 1071
2022
Q1 		$266K Buy
3,693
+1,438
+64% +$104K 0.01% 782
2021
Q4 		$207K Buy
2,255
+56
+3% +$6.69K 0.01% 927
2021
Q3 		$279K Buy
2,199
+475
+28% +$69.2K 0.01% 772
2021
Q2 		$287K Buy
1,724
+554
+47% +$89.8K 0.01% 670
2021
Q1 		$213K Buy
+1,170
New +$271K 0.01% 681

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's TDOC Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Teladoc Health (TDOC) in Q2 2026, closing a stake of 11,806 shares — an estimated $64.3K sold.

Integrated Wealth Concepts first reported a position in TDOC in Q1 2021 and held it in 6 quarters. The position peaked at $287K in Q2 2021. 348 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Teladoc Health position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,806 Teladoc Health shares in Q2 2026, an estimated $64.3K.
  • Integrated Wealth Concepts first reported a position in Teladoc Health in Q1 2021 and held it in 6 quarters.
  • Integrated Wealth Concepts's Teladoc Health position peaked at $287K in Q2 2021.
  • 348 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.