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	–	1282
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 $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return