Position in TDOC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,801
+$880 QoQ
Shares Held
920
-27.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 343 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in TDOC Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026NewEdge Advisors, LLC holds $6,085,745 across 10 Health Information Services names. TDOC ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
42,447 | $2,458,954 | |
| 2 | VEEV |
Veeva Systems Inc
|
10,822 | $1,920,580 | |
| 3 | HQY |
Healthequity, Inc.
|
17,474 | $1,578,251 | |
| 4 | TALK |
Talkspace, Inc.
|
11,791 | $61,313 | |
| 5 | DOCS |
Doximity, Inc.
|
1,082 | $22,440 | |
| 6 | TXG |
10x Genomics, Inc.
|
426 | $16,332 | |
| 7 | CCLD |
CareCloud, Inc.
|
7,102 | $15,056 | |
| 8 | TDOC |
Teladoc Health, Inc.
This page
|
920 | $7,801 |
All Filings in TDOC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,801 | 920 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,921 | 1,270 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $8,890 | 1,270 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $90,224 | 11,672 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $102,926 | 11,817 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $89,987 | 11,305 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,453 | 820 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,757 | 845 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,242 | 945 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $16,398 | 1,086 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $33,230 | 1,542 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,408 | 1,313 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $31,194 | 1,232 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $67,780 | 2,617 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $82,231 | 3,477 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $264,992 | 2,886 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $310,684 | 2,450 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $484,236 | 2,912 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $669,203 | 3,682 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,285,142 | 6,427 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,196,127 | 10,017 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,358,208 | 7,117 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,347,501 | 8,693 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||