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Pinnacle Wealth Planning Services’s Teladoc Health TDOC Stock Holding History

Pinnacle Wealth Planning 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 		$22.9K Hold
2,701
– – ﹤0.01% 1715
2026
Q1 		$14.7K Buy
+2,701
New +$15.2K ﹤0.01% 1838
2024
Q3 		– Sell
-11,032
Closed -$108K – 558
2024
Q2 		$108K Buy
+11,032
New +$135K 0.02% 476
2021
Q1 		– Sell
-255
Closed -$51K – 1760
2020
Q4 		$51K Buy
+255
New +$51.9K 0.01% 786

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's TDOC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Teladoc Health (TDOC) position steady in Q2 2026 at 2,701 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Pinnacle Wealth Planning Services first reported a position in TDOC in Q4 2020 and has held it in 4 quarters since. The position peaked at $108K in Q2 2024. 348 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,701 shares of Teladoc Health worth $22.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Teladoc Health share count unchanged in Q2 2026.
  • Teladoc Health made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1715 holding.
  • Pinnacle Wealth Planning Services first reported a position in Teladoc Health in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Teladoc Health position peaked at $108K in Q2 2024.
  • 348 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.