AF
MED icon

Allworth Financial’s Medifast MED Stock Holding History

Allworth Financial’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
Q1 		$2.3K Buy
226
+184
+438% +$1.98K ﹤0.01% 4306
2025
Q4 		$449 Sell
42
-51
-55% -$610 ﹤0.01% 4547
2025
Q3 		$1.27K Buy
93
+88
+1,760% +$1.23K ﹤0.01% 4178
2025
Q2 		$71 Buy
+5
New +$66 ﹤0.01% 4418
2024
Q1 		– Sell
-3
Closed -$202 – 3654
2023
Q4 		$202 Hold
3
– – ﹤0.01% 3282
2023
Q3 		$225 Sell
3
-6
-67% -$532 ﹤0.01% 3217
2023
Q2 		$830 Hold
9
– – ﹤0.01% 2788
2023
Q1 		$934 Hold
9
– – ﹤0.01% 2695
2022
Q4 		$1.04K Buy
9
+7
+350% +$815 ﹤0.01% 2460
2022
Q3 		$0 Sell
2
-1
-33% -$143 ﹤0.01% 2923
2022
Q2 		$1K Buy
+3
New +$537 ﹤0.01% 2195

Other funds holding MED

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return