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JFS Wealth Advisors’s Teladoc Health TDOC Stock Holding History

JFS 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
2025
Q3 		– Sell
-4
Closed -$35 – 1937
2025
Q2 		$35 Sell
4
-91
-96% -$660 ﹤0.01% 1843
2025
Q1 		$757 Buy
95
+88
+1,257% +$890 ﹤0.01% 1702
2024
Q4 		$64 Hold
7
– – ﹤0.01% 1903
2024
Q3 		$65 Sell
7
-15
-68% -$124 ﹤0.01% 1921
2024
Q2 		$216 Sell
22
-47
-68% -$573 ﹤0.01% 1890
2024
Q1 		$1.04K Hold
69
– – ﹤0.01% 1650
2023
Q4 		$1.49K Buy
69
+60
+667% +$1.11K ﹤0.01% 1537
2023
Q3 		$168 Sell
9
-29
-76% -$677 ﹤0.01% 1880
2023
Q2 		$963 Sell
38
-15
-28% -$378 ﹤0.01% 1620
2023
Q1 		$1.37K Buy
53
+6
+13% +$161 ﹤0.01% 1497
2022
Q4 		$1.11K Hold
47
– – ﹤0.01% 1572
2022
Q3 		$1K Sell
47
-17
-27% -$596 ﹤0.01% 1654
2022
Q2 		$2K Buy
64
+38
+146% +$1.61K ﹤0.01% 1390
2022
Q1 		$2K Buy
26
+4
+18% +$288 ﹤0.01% 1501
2021
Q4 		$2K Sell
22
-34
-61% -$4.06K ﹤0.01% 1168
2021
Q3 		$7K Buy
56
+50
+833% +$7.28K ﹤0.01% 691
2021
Q2 		$1K Hold
6
– – ﹤0.01% 584
2021
Q1 		$1K Hold
6
– – ﹤0.01% 576
2020
Q4 		$1K Buy
6
+3
+100% +$610 ﹤0.01% 563
2020
Q3 		$1K Buy
+3
New +$635 ﹤0.01% 545

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

JFS Wealth Advisors's TDOC Position: Q3 2025 in Review

JFS Wealth Advisors sold out of Teladoc Health (TDOC) in Q3 2025, closing a stake of 4 shares — an estimated $35 sold.

JFS Wealth Advisors first reported a position in TDOC in Q3 2020 and held it in 20 quarters. The position peaked at $7K in Q3 2021. 356 funds tracked by Wall St. Rank hold TDOC as of Q3 2025.

  • JFS Wealth Advisors reported no remaining Teladoc Health position as of Q3 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 4 Teladoc Health shares in Q3 2025, an estimated $35.
  • JFS Wealth Advisors first reported a position in Teladoc Health in Q3 2020 and held it in 20 quarters.
  • JFS Wealth Advisors's Teladoc Health position peaked at $7K in Q3 2021.
  • 356 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2025.

Based on JFS Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.