Whittier Trust’s Teladoc Health TDOC Stock Holding History

Whittier Trust’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 Q2	–	Sell	-59	Closed	-$469	–	1549
2025 Q1	$469	Hold	59	–	–	﹤0.01%	1462
2024 Q4	$536	Hold	59	–	–	﹤0.01%	1511
2024 Q3	$541	Hold	59	–	–	﹤0.01%	1517
2024 Q2	$576	Hold	59	–	–	﹤0.01%	1486
2024 Q1	$890	Hold	59	–	–	﹤0.01%	1459
2023 Q4	$1.27K	Hold	59	–	–	﹤0.01%	1432
2023 Q3	$1.1K	Hold	59	–	–	﹤0.01%	1507
2023 Q2	$1.49K	Hold	59	–	–	﹤0.01%	1468
2023 Q1	$1.53K	Hold	59	–	–	﹤0.01%	1506
2022 Q4	$1.39K	Hold	59	–	–	﹤0.01%	1516
2022 Q3	$1K	Buy	+59	New	+$2.07K	﹤0.01%	1638
2021 Q4	–	Sell	-17	Closed	-$2K	–	1608
2021 Q3	$2K	Hold	17	–	–	﹤0.01%	1431
2021 Q2	$3K	Sell	17 -100	-85%	-$16.2K	﹤0.01%	1423
2021 Q1	$21K	Buy	117 +10	+9%	+$2.32K	﹤0.01%	1120
2020 Q4	$21K	Sell	107 -293	-73%	-$59.6K	﹤0.01%	1039
2020 Q3	$88K	Buy	400 +47	+13%	+$9.95K	﹤0.01%	726
2020 Q2	$67K	Hold	353	–	–	﹤0.01%	747
2020 Q1	$55K	Hold	353	–	–	﹤0.01%	784
2019 Q4	$30K	Hold	353	–	–	﹤0.01%	950
2019 Q3	$24K	Buy	353 +283	+404%	+$18.6K	﹤0.01%	989
2019 Q2	$5K	Buy	+70	New	+$4.08K	﹤0.01%	1158

Other funds holding TDOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

Whittier Trust's TDOC Position: Q2 2025 in Review

Whittier Trust sold out of Teladoc Health (TDOC) in Q2 2025, closing a stake of 59 shares — an estimated $469 sold.

Whittier Trust first reported a position in TDOC in Q2 2019 and held it in 21 quarters. The position peaked at $88K in Q3 2020. 359 funds tracked by Wall St. Rank hold TDOC as of Q2 2025.

Whittier Trust reported no remaining Teladoc Health position as of Q2 2025 after selling out during the quarter.
Whittier Trust sold 59 Teladoc Health shares in Q2 2025, an estimated $469.
Whittier Trust first reported a position in Teladoc Health in Q2 2019 and held it in 21 quarters.
Whittier Trust's Teladoc Health position peaked at $88K in Q3 2020.
359 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.