Rise Advisors’s Teladoc Health TDOC Stock Holding History

Rise 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
2025 Q4	–	Sell	-40	Closed	-$309	–	1281
2025 Q3	$309	Hold	40	–	–	﹤0.01%	1459
2025 Q2	$348	Sell	40 -150	-79%	-$1.09K	﹤0.01%	1462
2025 Q1	$1.51K	Buy	190 +90	+90%	+$910	﹤0.01%	1195
2024 Q4	$909	Sell	100 -135	-57%	-$1.3K	﹤0.01%	1086
2024 Q3	$2.16K	Hold	235	–	–	﹤0.01%	1129
2024 Q2	$2.3K	Hold	235	–	–	﹤0.01%	1115
2024 Q1	$3.55K	Hold	235	–	–	﹤0.01%	1107
2023 Q4	$5.06K	Hold	235	–	–	﹤0.01%	379
2023 Q3	$4.37K	Sell	235 -23	-9%	-$537	﹤0.01%	388
2023 Q2	$6.53K	Sell	258 -20	-7%	-$503	0.01%	395
2023 Q1	$7.2K	Hold	278	–	–	0.01%	407
2022 Q4	$6.58K	Hold	278	–	–	0.01%	410
2022 Q3	$7K	Hold	278	–	–	0.01%	400
2022 Q2	$9K	Buy	278 +45	+19%	+$1.91K	0.01%	358
2022 Q1	$17K	Buy	233 +110	+89%	+$7.92K	0.02%	267
2021 Q4	$11.3K	Buy	+123	New	+$14.7K	0.01%	316

Other funds holding TDOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JAM

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rise Advisors's TDOC Position: Q4 2025 in Review

Rise Advisors sold out of Teladoc Health (TDOC) in Q4 2025, closing a stake of 40 shares — an estimated $309 sold.

Rise Advisors first reported a position in TDOC in Q4 2021 and held it in 16 quarters. The position peaked at $17K in Q1 2022. 344 funds tracked by Wall St. Rank hold TDOC as of Q4 2025.

Rise Advisors reported no remaining Teladoc Health position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 40 Teladoc Health shares in Q4 2025, an estimated $309.
Rise Advisors first reported a position in Teladoc Health in Q4 2021 and held it in 16 quarters.
Rise Advisors's Teladoc Health position peaked at $17K in Q1 2022.
344 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.