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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's TDOC Position: Q1 2026 in Review

Root Financial Partners reduced its Teladoc Health (TDOC) stake by 29% in Q1 2026, selling an estimated $382 and leaving 164 shares worth $894. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

Root Financial Partners first reported a position in TDOC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.81K in Q3 2025. 323 funds tracked by Wall St. Rank hold TDOC as of Q1 2026.

  • Root Financial Partners held 164 shares of Teladoc Health worth $894 as of Q1 2026.
  • Root Financial Partners sold 68 Teladoc Health shares in Q1 2026, an estimated $382.
  • Teladoc Health made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2654 holding.
  • Root Financial Partners first reported a position in Teladoc Health in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Teladoc Health position peaked at $2.81K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.