Position in TDOC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,487,866
+$1,224,022 QoQ
Shares Held
273,003
+624.3% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in TDOC Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026Corient Private Wealth LLC holds $41,664,955 across 17 Health Information Services names. TDOC ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
142,726 | $25,071,248 | |
| 2 | TXG |
10x Genomics, Inc.
|
211,270 | $4,485,261 | |
| 3 | WAY |
Waystar Holding Corp.
|
134,039 | $3,231,680 | |
| 4 | HQY |
Healthequity, Inc.
|
27,425 | $2,291,907 | |
| 5 | TDOC |
Teladoc Health, Inc.
This page
|
273,003 | $1,487,866 | |
| 6 | OMCL |
Omnicell, Inc.
|
42,809 | $1,428,964 | |
| 7 | HTFL |
Heartflow, Inc.
|
50,321 | $1,224,309 | |
| 8 | OMDA |
Omada Health, Inc.
|
41,163 | $517,418 |
All Filings in TDOC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,487,866 | 273,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $263,844 | 37,692 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $86,560 | 11,198 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $104,880 | 13,176 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $234,239 | 25,769 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $293,245 | 31,944 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $317,859 | 32,501 | Shares | Other | 2024-08-13 | |
| 2023-12-31 | $200,091 | 9,285 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $402,309 | 15,889 | 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. | ||||||