Pinnacle Wealth Planning Services
TDOC icon

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
Q3 		$15.7K Hold
2,701
– – ﹤0.01% 1896
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Monaco Asset Management
Monaco Asset Management Monaco $818M AUM 32.61% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Pinnacle Wealth Planning Services's TDOC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Teladoc Health (TDOC) position steady in Q3 2026 at 2,701 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

Pinnacle Wealth Planning Services first reported a position in TDOC in Q4 2020 and has held it in 5 quarters since. The position peaked at $108K in Q2 2024. 149 funds tracked by Wall St. Rank hold TDOC as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,701 shares of Teladoc Health worth $15.7K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Teladoc Health share count unchanged in Q3 2026.
  • Teladoc Health made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1896 holding.
  • Pinnacle Wealth Planning Services first reported a position in Teladoc Health in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Teladoc Health position peaked at $108K in Q2 2024.
  • 149 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.