WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in TDOC — Teladoc Health, Inc.
CIK 1632972
PLYMOUTH, MN
Position in TDOC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$814,961
+$510,661 QoQ
Shares Held
96,104
+72.1% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 21 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 2.850037459418963.ToString("F0")%
Shared 0.ToString("F0")%
None 97.14996254058104.ToString("F0")%
Common Shares in TDOC Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $35,411,214 across 22 Health Information Services names. TDOC ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
84,783 | $15,046,439 | |
| 2 | TXG |
10x Genomics, Inc.
|
159,113 | $6,100,392 | |
| 3 | HTFL |
Heartflow, Inc.
|
167,206 | $4,905,824 | |
| 4 | HQY |
Healthequity, Inc.
|
33,843 | $3,056,699 | |
| 5 | PHR |
Phreesia, Inc.
|
99,426 | $1,023,093 | |
| 6 | SDGR |
Schrodinger, Inc.
|
54,404 | $884,065 | |
| 7 | TDOC |
Teladoc Health, Inc.
This page
|
96,104 | $814,961 | |
| 8 | TEM |
Tempus AI, Inc.
|
11,791 | $683,052 |
All Filings in TDOC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,961 | 96,104 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $304,300 | 55,835 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $127,211 | 18,173 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $102,182 | 13,219 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $117,463 | 13,486 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $138,320 | 17,377 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $133,850 | 14,725 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $110,738 | 12,063 | Shares | Sole | 2024-10-24 | |
| 2023-09-30 | $223,247 | 12,009 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||