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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
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

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Renaissance Technologies
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VC
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Vanguard Capital Management
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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

Root Financial Partners's TDOC Position: Q2 2026 in Review

Root Financial Partners sold out of Teladoc Health (TDOC) in Q2 2026, closing a stake of 164 shares — an estimated $894 sold.

Root Financial Partners first reported a position in TDOC in Q3 2025 and held it in 3 quarters. The position peaked at $2.81K in Q3 2025. 347 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • Root Financial Partners reported no remaining Teladoc Health position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 164 Teladoc Health shares in Q2 2026, an estimated $894.
  • Root Financial Partners first reported a position in Teladoc Health in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Teladoc Health position peaked at $2.81K in Q3 2025.
  • 347 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.