AG
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Algert Global’s Medifast MED Stock Holding History

Algert Global’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
2025
Q3 		– Sell
-24,963
Closed -$351K – 1261
2025
Q2 		$351K Buy
+24,963
New +$328K 0.01% 1006
2023
Q2 		– Sell
-21,975
Closed -$2.28M – 1189
2023
Q1 		$2.28M Buy
21,975
+2,513
+13% +$279K 0.11% 297
2022
Q4 		$2.24M Sell
19,462
-430
-2% -$50.1K 0.12% 259
2022
Q3 		$2.15M Buy
19,892
+45
+0.2% +$6.45K 0.13% 252
2022
Q2 		$3.58M Buy
19,847
+679
+4% +$121K 0.27% 55
2022
Q1 		$3.27M Buy
19,168
+12,669
+195% +$2.39M 0.21% 99
2021
Q4 		$1.36M Buy
6,499
+1,980
+44% +$409K 0.17% 174
2021
Q3 		$871K Buy
4,519
+2,139
+90% +$526K 0.12% 299
2021
Q2 		$673K Buy
2,380
+340
+17% +$92.1K 0.23% 144
2021
Q1 		$432K Sell
2,040
-1,230
-38% -$294K 0.14% 230
2020
Q4 		$642K Sell
3,270
-40
-1% -$7.07K 0.18% 178
2020
Q3 		$544K Buy
3,310
+1,280
+63% +$211K 0.17% 178
2020
Q2 		$282K Buy
+2,030
New +$186K 0.1% 280
2014
Q1 		– Sell
-14,800
Closed -$387K – 350
2013
Q4 		$387K Sell
14,800
-220
-1% -$5.64K 0.1% 258
2013
Q3 		$404K Sell
15,020
-5,410
-26% -$145K 0.12% 230
2013
Q2 		$526K Buy
+20,430
New +$537K 0.16% 183

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Algert Global's MED Position: Q3 2025 in Review

Algert Global sold out of Medifast (MED) in Q3 2025, closing a stake of 24,963 shares — an estimated $351K sold.

Algert Global first reported a position in MED in Q2 2013 and held it in 16 quarters. The position peaked at $3.58M in Q2 2022. 123 funds tracked by Wall St. Rank hold MED as of Q3 2025.

  • Algert Global reported no remaining Medifast position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 24,963 Medifast shares in Q3 2025, an estimated $351K.
  • Algert Global first reported a position in Medifast in Q2 2013 and held it in 16 quarters.
  • Algert Global's Medifast position peaked at $3.58M in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Medifast as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.