Corient Private Wealth LLC

Position in TDOC — Teladoc Health, Inc.

CIK 1948780 MIAMI, FL

Position in TDOC

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$861,194

-$626,672 QoQ

Shares Held

101,556

-62.8% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Healthcare · as of Jun 30, 2026

Corient Private Wealth LLC holds $40,830,126 across 19 Health Information Services names. TDOC ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	134,311	$23,836,172
2	OMDA	Omada Health, Inc.	145,118	$3,185,340
3	HQY	Healthequity, Inc.	29,789	$2,690,542
4	OMCL	Omnicell, Inc.	62,809	$2,607,829
5	HTFL	Heartflow, Inc.	52,724	$1,546,922
6	PHR	Phreesia, Inc.	148,290	$1,525,904
7	WAY	Waystar Holding Corp.	59,431	$1,220,118
8	TDOC	Teladoc Health, Inc. This page	101,556	$861,194

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$861,194	101,556	-62.8%	Shares	Sole	2026-08-27
2026-03-31	$1,487,866	273,003	+624.3%	Shares	Sole	2026-05-15
2025-12-31	$263,844	37,692	+236.6%	Shares	Sole	2026-03-09
2025-09-30	$86,560	11,198	-15.0%	Shares	Sole	2025-11-14
2025-03-31	$104,880	13,176	-48.9%	Shares	Sole	2025-05-14
2024-12-31	$234,239	25,769	-19.3%	Shares	Other	2025-02-10
2024-09-30	$293,245	31,944	-1.7%	Shares	Other	2024-11-12
2024-06-30	$317,859	32,501	+250.0%	Shares	Other	2024-08-13
2023-12-31	$200,091	9,285	-41.6%	Shares	Sole	2024-02-09
2023-06-30	$402,309	15,889	-8.8%	Shares	Other	2023-08-10
2023-03-31	$451,306	17,425	—	Shares	Other	2023-05-15
No filing history on record for this holder in this stock.