Crestwood Advisors Group, LLC

Position in TDOC — Teladoc Health, Inc.

CIK 1426853 BOSTON, MA

Position in TDOC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$216,545

+$122,958 QoQ

Shares Held

25,536

+48.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#157

of 345 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Crestwood Advisors Group, LLC holds $1,616,089 across 3 Health Information Services names. TDOC ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TXG	10x Genomics, Inc.	24,126	$924,990
2	VEEV	Veeva Systems Inc	2,674	$474,554
3	TDOC	Teladoc Health, Inc. This page	25,536	$216,545

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,545	25,536	+48.7%	Shares	Sole	2026-08-03
2026-03-31	$93,587	17,172	+559.2%	Shares	Sole	2026-05-05
2021-12-31	$239,191	2,605	-16.1%	Shares	Sole	2022-02-15
2021-09-30	$393,745	3,105	-34.3%	Shares	Sole	2021-11-03
2021-06-30	$785,720	4,725	-19.7%	Shares	Sole	2021-08-13
2021-03-31	$1,069,235	5,883	-3.8%	Shares	Sole	2021-04-21
2020-12-31	$1,222,755	6,115	+155.1%	Shares	Sole	2021-02-09
2020-09-30	$525,518	2,397	+18.5%	Shares	Sole	2020-10-06
2020-06-30	$385,878	2,022	+46.8%	Shares	Sole	2020-08-14
2020-03-31	$213,448	1,377	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.