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MWM
Modera Wealth Management’s
Teladoc Health
TDOC
Stock Holding History
Modera 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
Q1
–
Sell
-11,207
Closed
-$78.4K
–
673
2025
Q4
$78.4K
Sell
11,207
-11,100
-50%
-$86.9K
﹤0.01%
637
2025
Q3
$172K
Buy
22,307
+2
+0%
+$16
﹤0.01%
632
2025
Q2
$194K
Sell
22,305
-2
-0%
-$14
﹤0.01%
630
2025
Q1
$178K
Sell
22,307
-21
-0.1%
-$212
﹤0.01%
595
2024
Q4
$203K
Buy
22,328
+23
+0.1%
+$222
﹤0.01%
598
2024
Q3
$205K
Sell
22,305
-11
-0%
-$91
﹤0.01%
583
2024
Q2
$218K
Hold
22,316
–
–
﹤0.01%
532
2024
Q1
$337K
Buy
22,316
+11
+0%
+$200
0.01%
459
2023
Q4
$481K
Sell
22,305
-215
-1%
-$3.97K
0.01%
382
2023
Q3
$419K
Sell
22,520
-230
-1%
-$5.37K
0.01%
388
2023
Q2
$576K
Buy
22,750
+265
+1%
+$6.67K
0.01%
359
2023
Q1
$582K
Hold
22,485
–
–
0.02%
200
2022
Q4
$532K
Buy
+22,485
New
+$606K
0.02%
203
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1-Year Est. Return
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1-Year Est. Return
VC
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$1.75B AUM
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1-Year Est. Return
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$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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