Valeo Financial Advisors’s Talkspace TALK Stock Holding History

Valeo Financial Advisors’s Portfolio TALK Stock Details TALK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Sell	323,657 -55	-0%	-$286	0.04%	217
2026 Q1	$1.68M	Sell	323,712 -121,130	-27%	-$536K	0.04%	184
2025 Q4	$1.61M	Sell	444,842 -23,878	-5%	-$75.7K	0.04%	203
2025 Q3	$1.29M	Hold	468,720	–	–	0.03%	242
2025 Q2	$1.3M	Sell	468,720 -38,398	-8%	-$113K	0.03%	240
2025 Q1	$1.3M	Buy	+507,118	New	+$1.58M	0.04%	215
2021 Q2	–	Sell	-47	Closed	–	–	1678
2021 Q1	$0	Buy	+47	New	+$511	﹤0.01%	2182

Other funds holding TALK

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RPWA

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Valeo Financial Advisors's TALK Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Talkspace (TALK) stake by 0.02% in Q2 2026, selling an estimated $286 and leaving 323,657 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #217.

Valeo Financial Advisors first reported a position in TALK in Q1 2021 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold TALK as of Q2 2026.

Valeo Financial Advisors held 323,657 shares of Talkspace worth $1.68M as of Q2 2026.
Valeo Financial Advisors sold 55 Talkspace shares in Q2 2026, an estimated $286.
Talkspace made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #217 holding.
Valeo Financial Advisors first reported a position in Talkspace in Q1 2021 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held Talkspace as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.