Montag & Associates’s Teladoc Health TDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $48.7K | Hold |
5,739
| – | – | ﹤0.01% | 601 |
|
|
2026
Q1 | $31.3K | Sell |
5,739
-1
| -0% | -$6 | ﹤0.01% | 638 |
|
|
2025
Q4 | $40.2K | Hold |
5,740
| – | – | ﹤0.01% | 624 |
|
|
2025
Q3 | $44.4K | Hold |
5,740
| – | – | ﹤0.01% | 613 |
|
|
2025
Q2 | $50K | Hold |
5,740
| – | – | ﹤0.01% | 585 |
|
|
2025
Q1 | $45.7K | Hold |
5,740
| – | – | ﹤0.01% | 632 |
|
|
2024
Q4 | $52.2K | Hold |
5,740
| – | – | ﹤0.01% | 604 |
|
|
2024
Q3 | $52.7K | Hold |
5,740
| – | – | ﹤0.01% | 608 |
|
|
2024
Q2 | $56.1K | Sell |
5,740
-14
| -0.2% | -$171 | ﹤0.01% | 573 |
|
|
2024
Q1 | $86.9K | Hold |
5,754
| – | – | ﹤0.01% | 504 |
|
|
2023
Q4 | $124K | Hold |
5,754
| – | – | 0.01% | 448 |
|
|
2023
Q3 | $107K | Hold |
5,754
| – | – | 0.01% | 449 |
|
|
2023
Q2 | $146K | Hold |
5,754
| – | – | 0.01% | 432 |
|
|
2023
Q1 | $149K | Hold |
5,754
| – | – | 0.01% | 419 |
|
|
2022
Q4 | $136K | Hold |
5,754
| – | – | 0.01% | 425 |
|
|
2022
Q3 | $146K | Sell |
5,754
-2,136
| -27% | -$74.9K | 0.01% | 395 |
|
|
2022
Q2 | $262K | Sell |
7,890
-33
| -0.4% | -$1.4K | 0.02% | 331 |
|
|
2022
Q1 | $571K | Buy |
7,923
+41
| +0.5% | +$2.95K | 0.03% | 277 |
|
|
2021
Q4 | $724K | Buy |
7,882
+223
| +3% | +$26.7K | 0.04% | 263 |
|
|
2021
Q3 | $971K | Buy |
7,659
+21
| +0.3% | +$3.06K | 0.05% | 228 |
|
|
2021
Q2 | $1.27M | Sell |
7,638
-108
| -1% | -$17.5K | 0.07% | 208 |
|
|
2021
Q1 | $1.41M | Buy |
7,746
+1,815
| +31% | +$421K | 0.08% | 202 |
|
|
2020
Q4 | $1.19M | Buy |
5,931
+163
| +3% | +$33.1K | 0.07% | 195 |
|
|
2020
Q3 | $1.26M | Buy |
5,768
+28
| +0.5% | +$5.93K | 0.1% | 164 |
|
|
2020
Q2 | $1.09M | Hold |
5,740
| – | – | 0.1% | 167 |
|
|
2020
Q1 | $890K | Hold |
5,740
| – | – | 0.09% | 179 |
|
|
2019
Q4 | $481K | Hold |
5,740
| – | – | 0.04% | 230 |
|
|
2019
Q3 | $389K | Hold |
5,740
| – | – | 0.03% | 238 |
|
|
2019
Q2 | $381K | Hold |
5,740
| – | – | 0.03% | 241 |
|
|
2019
Q1 | $319K | Hold |
5,740
| – | – | 0.03% | 252 |
|
|
2018
Q4 | $285K | Hold |
5,740
| – | – | 0.03% | 244 |
|
|
2018
Q3 | $496K | Hold |
5,740
| – | – | 0.04% | 238 |
|
|
2018
Q2 | $333K | Hold |
5,740
| – | – | 0.03% | 238 |
|
|
2018
Q1 | $231K | Hold |
5,740
| – | – | 0.02% | 261 |
|
|
2017
Q4 | $200K | Buy |
+5,740
| New | +$191K | 0.02% | 264 |
|
Other funds holding TDOC
VC
Montag & Associates's TDOC Position: Q2 2026 in Review
Montag & Associates held its Teladoc Health (TDOC) position steady in Q2 2026 at 5,739 shares worth $48.7K. The position accounts for ﹤0.01% of the portfolio, ranked #601.
Montag & Associates first reported a position in TDOC in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.41M in Q1 2021. 348 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.
- Montag & Associates held 5,739 shares of Teladoc Health worth $48.7K as of Q2 2026.
- Montag & Associates left its Teladoc Health share count unchanged in Q2 2026.
- Teladoc Health made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #601 holding.
- Montag & Associates first reported a position in Teladoc Health in Q4 2017 and has held it in 35 quarters since.
- Montag & Associates's Teladoc Health position peaked at $1.41M in Q1 2021.
- 348 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.
Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.