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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

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Modera Wealth Management's TDOC Position: Q1 2026 in Review

Modera Wealth Management sold out of Teladoc Health (TDOC) in Q1 2026, closing a stake of 11,207 shares — an estimated $78.4K sold.

Modera Wealth Management first reported a position in TDOC in Q4 2022 and held it in 13 quarters. The position peaked at $582K in Q1 2023. 325 funds tracked by Wall St. Rank hold TDOC as of Q1 2026.

  • Modera Wealth Management reported no remaining Teladoc Health position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 11,207 Teladoc Health shares in Q1 2026, an estimated $78.4K.
  • Modera Wealth Management first reported a position in Teladoc Health in Q4 2022 and held it in 13 quarters.
  • Modera Wealth Management's Teladoc Health position peaked at $582K in Q1 2023.
  • 325 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.