Soviero Asset Management’s Teladoc Health TDOC Stock Holding History

Soviero Asset 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 Q1	$2.4M	Buy	+440,000	New	+$2.47M	1.2%	41
2025 Q4	–	Sell	-630,000	Closed	-$4.93M	–	85
2025 Q3	$4.87M	Buy	630,000 +60,000	+11%	+$468K	2.53%	8
2025 Q2	$4.96M	Buy	+570,000	New	+$4.13M	3%	4
2023 Q3	–	Sell	-240,000	Closed	-$6.08M	–	37
2023 Q2	$6.08M	Buy	+240,000	New	+$6.04M	3.02%	10

Other funds holding TDOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

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

Soviero Asset Management's TDOC Position: Q1 2026 in Review

Soviero Asset Management opened a new position in Teladoc Health (TDOC) in Q1 2026: 440,000 shares worth $2.4M. The stake represents 1.2% of the portfolio and ranks #41 among its holdings. This is a return to the name: Soviero Asset Management previously reported a position in TDOC as recently as Q3 2025.

Soviero Asset Management first reported a position in TDOC in Q2 2023 and has held it in 4 quarters since. The position peaked at $6.08M in Q2 2023. 322 funds tracked by Wall St. Rank hold TDOC as of Q1 2026.

Soviero Asset Management held 440,000 shares of Teladoc Health worth $2.4M as of Q1 2026.
Teladoc Health was a new Soviero Asset Management position in Q1 2026.
Teladoc Health made up 1.2% of Soviero Asset Management's portfolio in Q1 2026, its #41 holding.
Soviero Asset Management first reported a position in Teladoc Health in Q2 2023 and has held it in 4 quarters since.
Soviero Asset Management's Teladoc Health position peaked at $6.08M in Q2 2023.
322 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2026.

Based on Soviero Asset Management's 13F filing for Q1 2026, filed 15 May 2026.