NECFA
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New England Capital Financial Advisors’s Teladoc Health TDOC Stock Holding History

New England Capital Financial Advisors’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 		$55 Hold
10
– – ﹤0.01% 417
2025
Q4 		$70 Hold
10
– – ﹤0.01% 411
2025
Q3 		$78 Hold
10
– – ﹤0.01% 412
2025
Q2 		$88 Hold
10
– – ﹤0.01% 411
2025
Q1 		$80 Hold
10
– – ﹤0.01% 384
2024
Q4 		$91 Hold
10
– – ﹤0.01% 403
2024
Q3 		$92 Hold
10
– – ﹤0.01% 389
2024
Q2 		$98 Hold
10
– – ﹤0.01% 390
2024
Q1 		$151 Hold
10
– – ﹤0.01% 384
2023
Q4 		$216 Hold
10
– – ﹤0.01% 381
2023
Q3 		$186 Hold
10
– – ﹤0.01% 375
2023
Q2 		$254 Hold
10
– – ﹤0.01% 367
2023
Q1 		$259 Sell
10
-3
-23% -$80 ﹤0.01% 411
2022
Q4 		$340 Buy
+13
New +$351 ﹤0.01% 407

Other funds holding TDOC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return