JNBA Financial Advisors’s Teladoc Health TDOC Stock Holding History

JNBA Financial 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 Q2	–	Sell	-800	Closed	-$6.37K	–	687
2025 Q1	$6.37K	Buy	+800	New	+$8.09K	﹤0.01%	510
2024 Q3	–	Sell	-40	Closed	-$392	–	681
2024 Q2	$392	Hold	40	–	–	﹤0.01%	626
2024 Q1	$604	Hold	40	–	–	﹤0.01%	649
2023 Q4	$862	Hold	40	–	–	﹤0.01%	659
2023 Q3	$744	Hold	40	–	–	﹤0.01%	686
2023 Q2	$1.01K	Hold	40	–	–	﹤0.01%	655
2023 Q1	$1.04K	Hold	40	–	–	﹤0.01%	656
2022 Q4	$946	Hold	40	–	–	﹤0.01%	615
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	663
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	698
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	606
2021 Q4	$4K	Hold	40	–	–	﹤0.01%	651
2021 Q3	$5K	Hold	40	–	–	﹤0.01%	596
2021 Q2	$7K	Hold	40	–	–	﹤0.01%	524
2021 Q1	$7K	Hold	40	–	–	﹤0.01%	502
2020 Q4	$8K	Hold	40	–	–	﹤0.01%	467
2020 Q3	$9K	Hold	40	–	–	﹤0.01%	429
2020 Q2	$8K	Hold	40	–	–	﹤0.01%	427
2020 Q1	$6K	Hold	40	–	–	﹤0.01%	435
2019 Q4	$3K	Hold	40	–	–	﹤0.01%	541
2019 Q3	$3K	Buy	+40	New	+$2.63K	﹤0.01%	528

Other funds holding TDOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

JNBA Financial Advisors's TDOC Position: Q2 2025 in Review

JNBA Financial Advisors sold out of Teladoc Health (TDOC) in Q2 2025, closing a stake of 800 shares — an estimated $6.37K sold.

JNBA Financial Advisors first reported a position in TDOC in Q3 2019 and held it in 21 quarters. The position peaked at $9K in Q3 2020. 359 funds tracked by Wall St. Rank hold TDOC as of Q2 2025.

JNBA Financial Advisors reported no remaining Teladoc Health position as of Q2 2025 after selling out during the quarter.
JNBA Financial Advisors sold 800 Teladoc Health shares in Q2 2025, an estimated $6.37K.
JNBA Financial Advisors first reported a position in Teladoc Health in Q3 2019 and held it in 21 quarters.
JNBA Financial Advisors's Teladoc Health position peaked at $9K in Q3 2020.
359 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2025.

Based on JNBA Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.