MWM
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Mission Wealth Management’s Teladoc Health TDOC Stock Holding History

Mission Wealth Management’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
Q2 		$136K Hold
15,979
– – ﹤0.01% 1040
2026
Q1 		$87.1K Buy
15,979
+100
+0.6% +$561 ﹤0.01% 718
2025
Q4 		$111K Buy
15,879
+148
+0.9% +$1.16K ﹤0.01% 720
2025
Q3 		$122K Buy
15,731
+100
+0.6% +$781 ﹤0.01% 687
2025
Q2 		$136K Buy
15,631
+2
+0% +$14 ﹤0.01% 666
2025
Q1 		$124K Buy
15,629
+400
+3% +$4.05K ﹤0.01% 651
2024
Q4 		$138K Sell
15,229
-80
-0.5% -$772 ﹤0.01% 637
2024
Q3 		$141K Sell
15,309
-907
-6% -$7.51K ﹤0.01% 653
2024
Q2 		$159K Buy
16,216
+778
+5% +$9.49K ﹤0.01% 629
2024
Q1 		$233K Hold
15,438
– – 0.01% 604
2023
Q4 		$333K Sell
15,438
-8
-0.1% -$148 0.01% 454
2023
Q3 		$287K Sell
15,446
-151
-1% -$3.52K 0.01% 449
2023
Q2 		$395K Buy
15,597
+100
+0.6% +$2.52K 0.01% 396
2023
Q1 		$401K Sell
15,497
-30
-0.2% -$803 0.02% 385
2022
Q4 		$367K Buy
15,527
+213
+1% +$5.74K 0.02% 386
2022
Q3 		$388K Sell
15,314
-67
-0.4% -$2.35K 0.02% 340
2022
Q2 		$511K Buy
15,381
+3
+0% +$127 0.03% 291
2022
Q1 		$1.11M Sell
15,378
-42
-0.3% -$3.03K 0.05% 184
2021
Q4 		$1.42M Sell
15,420
-1
-0% -$120 0.06% 148
2021
Q3 		$1.96M Buy
15,421
+19
+0.1% +$2.77K 0.1% 109
2021
Q2 		$2.56M Sell
15,402
-13
-0.1% -$2.11K 0.14% 83
2021
Q1 		$2.8M Buy
+15,415
New +$3.58M 0.16% 73

Other funds holding TDOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Mission Wealth Management's TDOC Position: Q2 2026 in Review

Mission Wealth Management held its Teladoc Health (TDOC) position steady in Q2 2026 at 15,979 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Mission Wealth Management first reported a position in TDOC in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.8M in Q1 2021. 348 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • Mission Wealth Management held 15,979 shares of Teladoc Health worth $136K as of Q2 2026.
  • Mission Wealth Management left its Teladoc Health share count unchanged in Q2 2026.
  • Teladoc Health made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1040 holding.
  • Mission Wealth Management first reported a position in Teladoc Health in Q1 2021 and has held it in 22 quarters since.
  • Mission Wealth Management's Teladoc Health position peaked at $2.8M in Q1 2021.
  • 348 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.