West Branch Capital’s Teladoc Health TDOC Stock Holding History

West Branch Capital’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	-49	Closed	-$359	–	463
2025 Q3	$359	Hold	49	–	–	﹤0.01%	417
2025 Q2	$359	Sell	49 -526	-91%	-$3.81K	﹤0.01%	431
2025 Q1	$4.58K	Hold	575	–	–	﹤0.01%	354
2024 Q4	$5.23K	Buy	575 +526	+1,073%	+$5.08K	﹤0.01%	332
2024 Q3	$450	Hold	49	–	–	﹤0.01%	424
2024 Q2	$480	Hold	49	–	–	﹤0.01%	408
2024 Q1	$740	Hold	49	–	–	﹤0.01%	392
2023 Q4	$1.06K	Hold	49	–	–	﹤0.01%	408
2023 Q3	$911	Hold	49	–	–	﹤0.01%	400
2023 Q2	$1.24K	Hold	49	–	–	﹤0.01%	400
2023 Q1	$1.27K	Hold	49	–	–	﹤0.01%	405
2022 Q4	$1.16K	Hold	49	–	–	﹤0.01%	403
2022 Q3	$1K	Hold	49	–	–	﹤0.01%	432
2022 Q2	$2K	Hold	49	–	–	﹤0.01%	388
2022 Q1	$4K	Sell	49 -32	-40%	-$2.31K	﹤0.01%	375
2021 Q4	$7K	Hold	81	–	–	﹤0.01%	358
2021 Q3	$10K	Hold	81	–	–	﹤0.01%	313
2021 Q2	$13K	Buy	+81	New	+$13.1K	0.01%	303

Other funds holding TDOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

West Branch Capital's TDOC Position: Q4 2025 in Review

West Branch Capital sold out of Teladoc Health (TDOC) in Q4 2025, closing a stake of 49 shares — an estimated $359 sold.

West Branch Capital first reported a position in TDOC in Q2 2021 and held it in 18 quarters. The position peaked at $13K in Q2 2021. 344 funds tracked by Wall St. Rank hold TDOC as of Q4 2025.

West Branch Capital reported no remaining Teladoc Health position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 49 Teladoc Health shares in Q4 2025, an estimated $359.
West Branch Capital first reported a position in Teladoc Health in Q2 2021 and held it in 18 quarters.
West Branch Capital's Teladoc Health position peaked at $13K in Q2 2021.
344 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.