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KAS
Kestra Advisory Services’s
Teladoc Health
TDOC
Stock Holding History
Kestra Advisory Services’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
Q1
–
Sell
-4,372
Closed
-$30.6K
–
4283
2025
Q4
$30.6K
Sell
4,372
-9,122
-68%
-$71.4K
﹤0.01%
4278
2025
Q3
$104K
Buy
13,494
+900
+7%
+$7.03K
﹤0.01%
2816
2025
Q2
$110K
Sell
12,594
-962
-7%
-$6.97K
﹤0.01%
2730
2025
Q1
$108K
Buy
+13,556
New
+$137K
﹤0.01%
2581
2023
Q1
–
Sell
-12,263
Closed
-$290K
–
2298
2022
Q4
$290K
Sell
12,263
-4,324
-26%
-$117K
﹤0.01%
1771
2022
Q3
$420K
Sell
16,587
-1,328
-7%
-$46.6K
﹤0.01%
1409
2022
Q2
$595K
Buy
17,915
+4,657
+35%
+$198K
0.01%
1223
2022
Q1
$956K
Sell
13,258
-2,387
-15%
-$172K
0.01%
987
2021
Q4
$1.44M
Sell
15,645
-4,870
-24%
-$582K
0.01%
826
2021
Q3
$2.6M
Sell
20,515
-3,024
-13%
-$440K
0.03%
604
2021
Q2
$3.91M
Sell
23,539
-1,996
-8%
-$323K
0.04%
424
2021
Q1
$4.64M
Sell
25,535
-9,187
-26%
-$2.13M
0.06%
351
2020
Q4
$7.07M
Buy
34,722
+14,999
+76%
+$3.05M
0.08%
267
2020
Q3
$4.3M
Buy
+19,723
New
+$4.18M
0.08%
264
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$5.7T AUM
30.48%
1-Year Est. Return
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$1.91T AUM
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$63.9B AUM
45.56%
1-Year Est. Return
VCM
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$4.04T AUM
Point72 Asset Management
Stamford, Connecticut
$57.5B AUM
55.25%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Allianz Asset Management
Munich, Germany
$86.6B AUM
38.74%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VC
Voss Capital
Houston, Texas
$1.75B AUM
1.03%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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