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Kestra Private Wealth Services’s Teladoc Health TDOC Stock Holding History

Kestra Private Wealth 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
2025
Q3 		– Sell
-25,839
Closed -$225K – 1749
2025
Q2 		$225K Sell
25,839
-6,688
-21% -$48.5K ﹤0.01% 1454
2025
Q1 		$259K Buy
+32,527
New +$329K ﹤0.01% 1268
2024
Q1 		– Sell
-14,641
Closed -$316K – 1358
2023
Q4 		$316K Sell
14,641
-1,465
-9% -$27K 0.01% 922
2023
Q3 		$299K Buy
16,106
+2,933
+22% +$68.5K 0.01% 867
2023
Q2 		$334K Buy
13,173
+5,010
+61% +$126K 0.01% 780
2023
Q1 		$211K Buy
+8,163
New +$218K 0.01% 905
2022
Q4 		– Sell
-9,336
Closed -$237K – 983
2022
Q3 		$237K Buy
9,336
+2,099
+29% +$73.6K 0.01% 723
2022
Q2 		$240K Sell
7,237
-942
-12% -$40K 0.01% 733
2022
Q1 		$590K Buy
+8,179
New +$589K 0.03% 521
2021
Q4 		– Sell
-2,220
Closed -$282K – 1026
2021
Q3 		$282K Sell
2,220
-191
-8% -$27.8K 0.02% 731
2021
Q2 		$401K Sell
2,411
-345
-13% -$55.9K 0.02% 572
2021
Q1 		$501K Sell
2,756
-1,168
-30% -$271K 0.03% 450
2020
Q4 		$799K Buy
3,924
+1,648
+72% +$335K 0.06% 325
2020
Q3 		$499K Buy
+2,276
New +$482K 0.04% 380

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's TDOC Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Teladoc Health (TDOC) in Q3 2025, closing a stake of 25,839 shares — an estimated $225K sold.

Kestra Private Wealth Services first reported a position in TDOC in Q3 2020 and held it in 14 quarters. The position peaked at $799K in Q4 2020. 356 funds tracked by Wall St. Rank hold TDOC as of Q3 2025.

  • Kestra Private Wealth Services reported no remaining Teladoc Health position as of Q3 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 25,839 Teladoc Health shares in Q3 2025, an estimated $225K.
  • Kestra Private Wealth Services first reported a position in Teladoc Health in Q3 2020 and held it in 14 quarters.
  • Kestra Private Wealth Services's Teladoc Health position peaked at $799K in Q4 2020.
  • 356 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.