N.E.W. Advisory Services’s Teladoc Health TDOC Stock Holding History

N.E.W. Advisory Services’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	$644	Buy	+76	New	+$506	﹤0.01%	963
2026 Q1	–	Sell	-76	Closed	-$532	–	952
2025 Q4	$532	Sell	76 -21	-22%	-$164	﹤0.01%	890
2025 Q3	$750	Buy	97 +5	+5%	+$39	﹤0.01%	818
2025 Q2	$801	Hold	92	–	–	﹤0.01%	814
2025 Q1	$732	Buy	+92	New	+$931	﹤0.01%	878

Other funds holding TDOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MAM

Monaco Asset Management Monaco $1.26B AUM 60.23% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

N.E.W. Advisory Services's TDOC Position: Q2 2026 in Review

N.E.W. Advisory Services opened a new position in Teladoc Health (TDOC) in Q2 2026: 76 shares worth $644. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings. This is a return to the name: N.E.W. Advisory Services previously reported a position in TDOC as recently as Q4 2025.

N.E.W. Advisory Services first reported a position in TDOC in Q1 2025 and has held it in 5 quarters since. The position peaked at $801 in Q2 2025. 173 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

N.E.W. Advisory Services held 76 shares of Teladoc Health worth $644 as of Q2 2026.
Teladoc Health was a new N.E.W. Advisory Services position in Q2 2026.
Teladoc Health made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #963 holding.
N.E.W. Advisory Services first reported a position in Teladoc Health in Q1 2025 and has held it in 5 quarters since.
N.E.W. Advisory Services's Teladoc Health position peaked at $801 in Q2 2025.
173 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.