Kozak & Associates’s Teladoc Health TDOC Stock Holding History

Kozak & Associates’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	-45	Closed	-$398	–	492
2025 Q2	$398	Hold	45	–	–	﹤0.01%	386
2025 Q1	$326	Hold	45	–	–	﹤0.01%	405
2024 Q4	$428	Hold	45	–	–	﹤0.01%	392
2024 Q3	$440	Hold	45	–	–	﹤0.01%	362
2024 Q2	$415	Hold	45	–	–	﹤0.01%	354
2024 Q1	$581	Hold	45	–	–	﹤0.01%	358
2023 Q4	$909	Hold	45	–	–	﹤0.01%	341
2023 Q3	$842	Hold	45	–	–	﹤0.01%	362
2023 Q2	$1.15K	Hold	45	–	–	﹤0.01%	327
2023 Q1	$1.17K	Hold	45	–	–	﹤0.01%	320
2022 Q4	$1K	Hold	45	–	–	﹤0.01%	325
2022 Q3	$1K	Hold	45	–	–	﹤0.01%	319
2022 Q2	$1K	Hold	45	–	–	﹤0.01%	362
2022 Q1	$3K	Hold	45	–	–	﹤0.01%	343
2021 Q4	$3K	Buy	+45	New	+$5.38K	﹤0.01%	343

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

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kozak & Associates's TDOC Position: Q3 2025 in Review

Kozak & Associates sold out of Teladoc Health (TDOC) in Q3 2025, closing a stake of 45 shares — an estimated $398 sold.

Kozak & Associates first reported a position in TDOC in Q4 2021 and held it in 15 quarters. The position peaked at $3K in Q1 2022. 356 funds tracked by Wall St. Rank hold TDOC as of Q3 2025.

Kozak & Associates reported no remaining Teladoc Health position as of Q3 2025 after selling out during the quarter.
Kozak & Associates sold 45 Teladoc Health shares in Q3 2025, an estimated $398.
Kozak & Associates first reported a position in Teladoc Health in Q4 2021 and held it in 15 quarters.
Kozak & Associates's Teladoc Health position peaked at $3K in Q1 2022.
356 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2025.

Based on Kozak & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.