Krilogy Financial
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Krilogy Financial’s Teladoc Health TDOC Stock Holding History

Krilogy Financial’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
Q3 		– Sell
-10,475
Closed -$88.8K – 1176
2026
Q2 		$88.8K Buy
+10,475
New +$69.7K ﹤0.01% 1014
2018
Q4 		– Sell
-150
Closed -$13K – 614
2018
Q3 		$13K Buy
+150
New +$10.7K ﹤0.01% 499

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SummerHaven Investment Management
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Chiron Capital Management
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Krilogy Financial's TDOC Position: Q3 2026 in Review

Krilogy Financial sold out of Teladoc Health (TDOC) in Q3 2026, closing a stake of 10,475 shares — an estimated $88.8K sold.

Krilogy Financial first reported a position in TDOC in Q3 2018 and held it in 2 quarters. The position peaked at $88.8K in Q2 2026. 54 funds tracked by Wall St. Rank hold TDOC as of Q3 2026.

  • Krilogy Financial reported no remaining Teladoc Health position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 10,475 Teladoc Health shares in Q3 2026, an estimated $88.8K.
  • Krilogy Financial first reported a position in Teladoc Health in Q3 2018 and held it in 2 quarters.
  • Krilogy Financial's Teladoc Health position peaked at $88.8K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.