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Strategic Planning Inc’s Teladoc Health TDOC Stock Holding History

Strategic Planning Inc’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
2025
Q4 		– Sell
-12,000
Closed -$92.8K – 57
2025
Q3 		$92.8K Buy
+12,000
New +$93.7K 0.05% 54

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Strategic Planning Inc's TDOC Position: Q4 2025 in Review

Strategic Planning Inc sold out of Teladoc Health (TDOC) in Q4 2025, closing a stake of 12,000 shares — an estimated $92.8K sold.

Strategic Planning Inc first reported a position in TDOC in Q3 2025 and held it in 1 quarter. The position peaked at $92.8K in Q3 2025. 344 funds tracked by Wall St. Rank hold TDOC as of Q4 2025.

  • Strategic Planning Inc reported no remaining Teladoc Health position as of Q4 2025 after selling out during the quarter.
  • Strategic Planning Inc sold 12,000 Teladoc Health shares in Q4 2025, an estimated $92.8K.
  • Strategic Planning Inc first reported a position in Teladoc Health in Q3 2025 and held it in 1 quarter.
  • Strategic Planning Inc's Teladoc Health position peaked at $92.8K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2025.

Based on Strategic Planning Inc's 13F filing for Q4 2025, filed 18 Feb 2026.