Advisors Asset Management’s Medifast MED Stock Holding History

Advisors Asset Management’s Portfolio MED Stock Details MED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27K	Sell	120 -149	-55%	-$1.72K	﹤0.01%	1391
2026 Q1	$2.74K	Sell	269 -34	-11%	-$367	﹤0.01%	1420
2025 Q4	$3.24K	Sell	303 -3	-1%	-$36	﹤0.01%	1403
2025 Q3	$4.18K	Sell	306 -2,618	-90%	-$36.6K	﹤0.01%	1407
2025 Q2	$41.1K	Sell	2,924 -3,075	-51%	-$40.4K	﹤0.01%	1298
2025 Q1	$80.9K	Sell	5,999 -2,306	-28%	-$34.6K	﹤0.01%	1232
2024 Q4	$146K	Sell	8,305 -1,129	-12%	-$21K	﹤0.01%	1161
2024 Q3	$181K	Sell	9,434 -159	-2%	-$3.06K	﹤0.01%	1119
2024 Q2	$209K	Sell	9,593 -17,479	-65%	-$466K	﹤0.01%	1091
2024 Q1	$1.04M	Sell	27,072 -20,255	-43%	-$981K	0.02%	731
2023 Q4	$3.18M	Sell	47,327 -181	-0.4%	-$12.6K	0.06%	378
2023 Q3	$3.56M	Buy	47,508 +3,931	+9%	+$349K	0.08%	341
2023 Q2	$4.02M	Buy	43,577 +7,784	+22%	+$693K	0.08%	307
2023 Q1	$3.71M	Buy	35,793 +22,088	+161%	+$2.45M	0.07%	325
2022 Q4	$1.58M	Buy	13,705 +12,552	+1,089%	+$1.46M	0.03%	582
2022 Q3	$125K	Sell	1,153 -55	-5%	-$7.88K	﹤0.01%	1226
2022 Q2	$218K	Sell	1,208 -30	-2%	-$5.37K	﹤0.01%	1150
2022 Q1	$211K	Sell	1,238 -40	-3%	-$7.54K	﹤0.01%	1217
2021 Q4	$268K	Buy	1,278 +327	+34%	+$67.6K	﹤0.01%	1165
2021 Q3	$183K	Buy	951 +581	+157%	+$143K	﹤0.01%	1226
2021 Q2	$105K	Buy	+370	New	+$100K	﹤0.01%	1299

Other funds holding MED

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisors Asset Management's MED Position: Q2 2026 in Review

Advisors Asset Management reduced its Medifast (MED) stake by 55% in Q2 2026, selling an estimated $1.72K and leaving 120 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Advisors Asset Management first reported a position in MED in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.02M in Q2 2023. 112 funds tracked by Wall St. Rank hold MED as of Q2 2026.

Advisors Asset Management held 120 shares of Medifast worth $1.27K as of Q2 2026.
Advisors Asset Management sold 149 Medifast shares in Q2 2026, an estimated $1.72K.
Medifast made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1391 holding.
Advisors Asset Management first reported a position in Medifast in Q2 2021 and has held it in 21 quarters since.
Advisors Asset Management's Medifast position peaked at $4.02M in Q2 2023.
112 funds tracked by Wall St. Rank held Medifast as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.