Root Financial Partners
TDOC icon

Root Financial Partners’s Teladoc Health TDOC Stock Holding History

Root Financial Partners’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 		$1.86K Buy
+321
New +$2.35K ﹤0.01% 2681
2026
Q2 		– Sell
-164
Closed -$894 – 2883
2026
Q1 		$894 Sell
164
-68
-29% -$382 ﹤0.01% 2654
2025
Q4 		$1.62K Sell
232
-132
-36% -$1.03K ﹤0.01% 2026
2025
Q3 		$2.81K Buy
+364
New +$2.84K ﹤0.01% 1899

Other funds holding TDOC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
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
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Root Financial Partners's TDOC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Teladoc Health (TDOC) in Q3 2026: 321 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #2681 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TDOC as recently as Q1 2026.

Root Financial Partners first reported a position in TDOC in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.81K in Q3 2025. 126 funds tracked by Wall St. Rank hold TDOC as of Q3 2026.

  • Root Financial Partners held 321 shares of Teladoc Health worth $1.86K as of Q3 2026.
  • Teladoc Health was a new Root Financial Partners position in Q3 2026.
  • Teladoc Health made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2681 holding.
  • Root Financial Partners first reported a position in Teladoc Health in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Teladoc Health position peaked at $2.81K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.