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Summit Trail Advisors’s Teladoc Health TDOC Stock Holding History

Summit Trail Advisors’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 		$1.49M Sell
175,562
-49,930
-22% -$332K 0.02% 797
2026
Q1 		$1.23M Buy
225,492
+143,006
+173% +$802K 0.02% 837
2025
Q4 		$577K Buy
82,486
+30,109
+57% +$236K 0.01% 1033
2025
Q3 		$405K Buy
+52,377
New +$409K 0.01% 1138
2025
Q2 		– Sell
-17,978
Closed -$143K – 1143
2025
Q1 		$143K Buy
17,978
+7,819
+77% +$79.1K ﹤0.01% 395
2024
Q4 		$92.3K Buy
+10,159
New +$98.1K ﹤0.01% 383
2022
Q2 		– Sell
-6,161
Closed -$444K – 414
2022
Q1 		$444K Buy
6,161
+2,956
+92% +$213K 0.04% 192
2021
Q4 		$294K Buy
3,205
+265
+9% +$31.7K 0.02% 234
2021
Q3 		$373K Sell
2,940
-79
-3% -$11.5K 0.03% 184
2021
Q2 		$502K Buy
3,019
+833
+38% +$135K 0.04% 139
2021
Q1 		$397K Sell
2,186
-14
-0.6% -$3.25K 0.04% 136
2020
Q4 		$440K Buy
+2,200
New +$447K 0.06% 123
2018
Q4 		– Sell
-2,519
Closed -$218K – 211
2018
Q3 		$218K Sell
2,519
-67
-3% -$4.78K 0.05% 181
2018
Q2 		$150K Buy
+2,586
New +$126K 0.05% 163
2018
Q1 		– Sell
-1,884
Closed -$66K – 1519
2017
Q4 		$66K Buy
+1,884
New +$62.6K 0.01% 748

Other funds holding TDOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Summit Trail Advisors's TDOC Position: Q2 2026 in Review

Summit Trail Advisors reduced its Teladoc Health (TDOC) stake by 22% in Q2 2026, selling an estimated $332K and leaving 175,562 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #797.

Summit Trail Advisors first reported a position in TDOC in Q4 2017 and has held it in 15 quarters since. 348 funds tracked by Wall St. Rank hold TDOC as of Q2 2026.

  • Summit Trail Advisors held 175,562 shares of Teladoc Health worth $1.49M as of Q2 2026.
  • Summit Trail Advisors sold 49,930 Teladoc Health shares in Q2 2026, an estimated $332K.
  • Teladoc Health made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #797 holding.
  • Summit Trail Advisors first reported a position in Teladoc Health in Q4 2017 and has held it in 15 quarters since.
  • 348 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.