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Smallwood Wealth Investment Management’s Teladoc Health TDOC Stock Holding History

Smallwood Wealth Investment Management’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 		$84 Hold
10
– – ﹤0.01% 498
2026
Q1 		$54 Hold
10
– – ﹤0.01% 497
2025
Q4 		$70 Hold
10
– – ﹤0.01% 488
2025
Q3 		$77 Hold
10
– – ﹤0.01% 499
2025
Q2 		$87 Hold
10
– – ﹤0.01% 537
2025
Q1 		$79 Buy
+10
New +$101 ﹤0.01% 478

Other funds holding TDOC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
CCM
Chiron Capital Management Tallahassee, Florida $111M AUM
CI
Cigna Investments Bloomfield, Connecticut $773M AUM 44.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Smallwood Wealth Investment Management's TDOC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Teladoc Health (TDOC) position steady in Q2 2026 at 10 shares worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Smallwood Wealth Investment Management first reported a position in TDOC in Q1 2025 and has held it in 6 quarters since. The position peaked at $87 in Q2 2025. 100 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • Smallwood Wealth Investment Management held 10 shares of Teladoc Health worth $84 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Teladoc Health share count unchanged in Q2 2026.
  • Teladoc Health made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #498 holding.
  • Smallwood Wealth Investment Management first reported a position in Teladoc Health in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Teladoc Health position peaked at $87 in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.