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Unique Wealth Strategies’s Teladoc Health TDOC Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-225
Closed -$3.4K – 616
2024
Q2 		$3.4K Buy
+225
New +$2.74K ﹤0.01% 419

Other funds holding TDOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Unique Wealth Strategies's TDOC Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Teladoc Health (TDOC) in Q3 2024, closing a stake of 225 shares — an estimated $3.4K sold.

Unique Wealth Strategies first reported a position in TDOC in Q2 2024 and held it in 1 quarter. The position peaked at $3.4K in Q2 2024. 365 funds tracked by Wall St. Rank hold TDOC as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Teladoc Health position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 225 Teladoc Health shares in Q3 2024, an estimated $3.4K.
  • Unique Wealth Strategies first reported a position in Teladoc Health in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Teladoc Health position peaked at $3.4K in Q2 2024.
  • 365 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.