Form 13-F position report

TELADOC HEALTH, INC.

Reported by MORGAN STANLEY

TDOC CUSIP 87918A105 Manager CIK 0000895421

Reported 1,955,722 shares, down 890,162 (31.3%) from the prior quarter.

Reported value -24.8%; share count -31.3% vs. the prior quarter.

Reduced
% of reported 13F value < 0.01% This manager · Q2 2025
Shares 1,955,722 Quarter-end amount reported
Reported value $17,034,351 Fair value at quarter end
Consecutive quarters held 40 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 360030000
2021-12-31 176250000
2022-03-31 109167000
2022-06-30 68183000
2022-09-30 55248000
2022-12-31 45135032
2023-03-31 49041124
2023-06-30 42066186
2023-09-30 38640943
2023-12-31 68668581
2024-03-31 34130819
2024-06-30 20945711
2024-09-30 22117877
2024-12-31 19709204
2025-03-31 22653252
2025-06-30 17034351
2025-09-30 27830104
2025-12-31 11726979
2026-03-31 7295610
2026-06-30 11055129

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for TELADOC HEALTH, INC. held by MORGAN STANLEY.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 1,303,670 -34,973 (-2.6%) < 0.01% $11,055,129 2026-08-13
Q1 2026 Reduced 1,338,643 -336,639 (-20.1%) < 0.01% $7,295,610 2026-05-15
Q4 2025 Reduced 1,675,282 -1,924,989 (-53.5%) < 0.01% $11,726,979 2026-02-13
Q3 2025 Added 3,600,271 +1,644,549 (84.1%) < 0.01% $27,830,104 2025-11-14
Q2 2025 Reduced 1,955,722 -890,162 (-31.3%) < 0.01% $17,034,351 2025-08-15
Q1 2025 Added 2,845,884 +677,656 (31.3%) < 0.01% $22,653,252 2025-05-15
Q4 2024 Reduced 2,168,228 -241,126 (-10.0%) < 0.01% $19,709,204 2025-02-14
Q3 2024 Added 2,409,354 +267,667 (12.5%) < 0.01% $22,117,877 2024-11-14
Q2 2024 Reduced 2,141,687 -118,632 (-5.2%) < 0.01% $20,945,711 2024-08-14
Q1 2024 Reduced 2,260,319 -926,157 (-29.1%) < 0.01% $34,130,819 2024-05-15
Q4 2023 Added 3,186,476 +1,107,889 (53.3%) < 0.01% $68,668,581 2024-02-13
Q3 2023 Added 2,078,587 +417,206 (25.1%) < 0.01% $38,640,943 2023-11-15
Q2 2023 Reduced 1,661,381 -232,098 (-12.3%) < 0.01% $42,066,186 2023-08-14
Q1 2023 Reduced 1,893,479 -14,979 (-0.8%) < 0.01% $49,041,124 2023-05-15
Q4 2022 Reduced 1,908,458 -271,007 (-12.4%) < 0.01% $45,135,032 2023-02-14
Q3 2022 Added 2,179,465 +126,426 (6.2%) < 0.01% $55,248,000 2022-11-14
Q2 2022 Added 2,053,039 +539,561 (35.7%) < 0.01% $68,183,000 2022-08-15
Q1 2022 Reduced 1,513,478 -406,029 (-21.2%) 0.01% $109,167,000 2022-05-13
Q4 2021 Reduced 1,919,507 -919,611 (-32.4%) 0.02% $176,250,000 2022-02-14
Q3 2021 Reduced 2,839,118 -136,604 (-4.6%) 0.05% $360,030,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

432 managers reported TELADOC HEALTH, INC. for Q2 2025.

Managers reporting TELADOC HEALTH, INC. in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 21,019,218 +1,266,880 < 0.01% $183,077,389 40 qtrs
BlackRock Inc Reduced 13,834,713 -1,139,371 < 0.01% $120,500,349 4 qtrs
Point72 Asset Management L P Added 7,839,754 +1,329,852 0.13% $68,284,256 10 qtrs
RENAISSANCE TECHNOLOGIES LLC Added 7,321,542 +775,300 0.08% $63,770,631 15 qtrs
DIMENSIONAL FUND ADVISORS LP Added 5,564,088 +512,978 0.01% $48,463,080 28 qtrs
STATE STREET CORPORATION Reduced 4,978,776 -35,006 < 0.01% $43,365,139 40 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 4,150,197 +84,356 < 0.01% $36,152,769 40 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 3,039,663 +448,324 < 0.01% $26,475,466 5 qtrs
TWO SIGMA ADVISERS LP Added 2,840,011 +5,600 0.05% $24,736,496 13 qtrs
Maple Rock Capital Partners Inc Reduced 2,688,278 -659,062 1.15% $23,414,901 4 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 15, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
1,836,377
Shared
0
None
119,345

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.