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Wealth Management Associates’s Teladoc Health TDOC Stock Holding History

Wealth Management Associates’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 		– Sell
-30,575
Closed -$214K – 254
2025
Q4 		$214K Sell
30,575
-36,950
-55% -$289K 0.07% 216
2025
Q3 		$522K Buy
67,525
+9,075
+16% +$70.8K 0.19% 99
2025
Q2 		$509K Buy
+58,450
New +$424K 0.2% 97
2021
Q2 		– Sell
-1,234
Closed -$224K – 210
2021
Q1 		$224K Buy
1,234
+200
+19% +$46.4K 0.14% 164
2020
Q4 		$207K Buy
+1,034
New +$210K 0.14% 171

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Management Associates's TDOC Position: Q1 2026 in Review

Wealth Management Associates sold out of Teladoc Health (TDOC) in Q1 2026, closing a stake of 30,575 shares — an estimated $214K sold.

Wealth Management Associates first reported a position in TDOC in Q4 2020 and held it in 5 quarters. The position peaked at $522K in Q3 2025. 325 funds tracked by Wall St. Rank hold TDOC as of Q1 2026.

  • Wealth Management Associates reported no remaining Teladoc Health position as of Q1 2026 after selling out during the quarter.
  • Wealth Management Associates sold 30,575 Teladoc Health shares in Q1 2026, an estimated $214K.
  • Wealth Management Associates first reported a position in Teladoc Health in Q4 2020 and held it in 5 quarters.
  • Wealth Management Associates's Teladoc Health position peaked at $522K in Q3 2025.
  • 325 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.