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Morton Brown Family Wealth’s Teladoc Health TDOC Stock Holding History

Morton Brown Family Wealth’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
2025
Q1 		– Sell
-11
Closed -$100 – 353
2024
Q4 		$100 Buy
+11
New +$106 ﹤0.01% 278

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State Street
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Geode Capital Management
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MRCP
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morton Brown Family Wealth's TDOC Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Teladoc Health (TDOC) in Q1 2025, closing a stake of 11 shares — an estimated $100 sold.

Morton Brown Family Wealth first reported a position in TDOC in Q4 2024 and held it in 1 quarter. The position peaked at $100 in Q4 2024. 383 funds tracked by Wall St. Rank hold TDOC as of Q1 2025.

  • Morton Brown Family Wealth reported no remaining Teladoc Health position as of Q1 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 11 Teladoc Health shares in Q1 2025, an estimated $100.
  • Morton Brown Family Wealth first reported a position in Teladoc Health in Q4 2024 and held it in 1 quarter.
  • Morton Brown Family Wealth's Teladoc Health position peaked at $100 in Q4 2024.
  • 383 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.