Bank of Montreal’s Medifast MED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-17,404
| Closed | -$238K | – | 3743 |
|
|
2025
Q3 | $238K | Buy |
17,404
+522
| +3% | +$7.29K | ﹤0.01% | 2674 |
|
|
2025
Q2 | $237K | Sell |
16,882
-4,655
| -22% | -$61.2K | ﹤0.01% | 2710 |
|
|
2025
Q1 | $290K | Buy |
+21,537
| New | +$323K | ﹤0.01% | 2532 |
|
|
2024
Q3 | – | Sell |
-34,104
| Closed | -$746K | – | 4092 |
|
|
2024
Q2 | $746K | Buy |
+34,104
| New | +$909K | ﹤0.01% | 2193 |
|
|
2023
Q1 | – | Sell |
-7,763
| Closed | -$911K | – | 4032 |
|
|
2022
Q4 | $911K | Buy |
7,763
+6,079
| +361% | +$708K | ﹤0.01% | 2246 |
|
|
2022
Q3 | $222 | Sell |
1,684
-181
| -10% | -$25.9K | ﹤0.01% | 3144 |
|
|
2022
Q2 | $355 | Sell |
1,865
-1,885
| -50% | -$337K | ﹤0.01% | 2904 |
|
|
2022
Q1 | $659K | Sell |
3,750
-55
| -1% | -$10.4K | ﹤0.01% | 2638 |
|
|
2021
Q4 | $819K | Sell |
3,805
-2,864
| -43% | -$592K | ﹤0.01% | 2075 |
|
|
2021
Q3 | $1.36M | Buy |
6,669
+1,782
| +36% | +$438K | ﹤0.01% | 2301 |
|
|
2021
Q2 | $1.38M | Buy |
4,887
+1,122
| +30% | +$304K | ﹤0.01% | 2289 |
|
|
2021
Q1 | $832K | Sell |
3,765
-1,746
| -32% | -$418K | ﹤0.01% | 2330 |
|
|
2020
Q4 | $1.14M | Buy |
5,511
+4,188
| +317% | +$740K | ﹤0.01% | 2150 |
|
|
2020
Q3 | $218K | Sell |
1,323
-377
| -22% | -$62.1K | ﹤0.01% | 2702 |
|
|
2020
Q2 | $259K | Sell |
1,700
-8,114
| -83% | -$745K | ﹤0.01% | 2595 |
|
|
2020
Q1 | $571K | Sell |
9,814
-8,243
| -46% | -$750K | ﹤0.01% | 1919 |
|
|
2019
Q4 | $1.98M | Sell |
18,057
-4,136
| -19% | -$400K | ﹤0.01% | 1887 |
|
|
2019
Q3 | $2.3M | Buy |
22,193
+3,846
| +21% | +$413K | ﹤0.01% | 1595 |
|
|
2019
Q2 | $2.35M | Sell |
18,347
-1,390
| -7% | -$193K | ﹤0.01% | 1582 |
|
|
2019
Q1 | $2.52M | Buy |
19,737
+18,184
| +1,171% | +$2.31M | ﹤0.01% | 1540 |
|
|
2018
Q4 | $194K | Sell |
1,553
-100
| -6% | -$17.1K | ﹤0.01% | 2602 |
|
|
2018
Q3 | $366K | Buy |
1,653
+26
| +2% | +$5.27K | ﹤0.01% | 2462 |
|
|
2018
Q2 | $261K | Buy |
1,627
+1,156
| +245% | +$148K | ﹤0.01% | 2639 |
|
|
2018
Q1 | $44K | Hold |
471
| – | – | ﹤0.01% | 3285 |
|
|
2017
Q4 | $33K | Sell |
471
-241
| -34% | -$16K | ﹤0.01% | 3419 |
|
|
2017
Q3 | $42K | Buy |
712
+120
| +20% | +$5.97K | ﹤0.01% | 3286 |
|
|
2017
Q2 | $25K | Sell |
592
-427
| -42% | -$18.6K | ﹤0.01% | 3449 |
|
|
2017
Q1 | $45K | Buy |
1,019
+193
| +23% | +$8.31K | ﹤0.01% | 3118 |
|
|
2016
Q4 | $32K | Buy |
826
+48
| +6% | +$1.93K | ﹤0.01% | 3253 |
|
|
2016
Q3 | $29K | Hold |
778
| – | – | ﹤0.01% | 3215 |
|
|
2016
Q2 | $26K | Hold |
778
| – | – | ﹤0.01% | 3282 |
|
|
2016
Q1 | $23K | Hold |
778
| – | – | ﹤0.01% | 3353 |
|
|
2015
Q4 | $24K | Hold |
778
| – | – | ﹤0.01% | 3327 |
|
|
2015
Q3 | $21K | Buy |
778
+57
| +8% | +$1.66K | ﹤0.01% | 3235 |
|
|
2015
Q2 | $23K | Hold |
721
| – | – | ﹤0.01% | 3257 |
|
|
2015
Q1 | $22K | Buy |
721
+382
| +113% | +$12.1K | ﹤0.01% | 3236 |
|
|
2014
Q4 | $11K | Hold |
339
| – | – | ﹤0.01% | 3526 |
|
|
2014
Q3 | $11K | Sell |
339
-349
| -51% | -$10.7K | ﹤0.01% | 3635 |
|
|
2014
Q2 | $21K | Buy |
688
+340
| +98% | +$10.6K | ﹤0.01% | 3563 |
|
|
2014
Q1 | $10K | Sell |
348
-525
| -60% | -$14.1K | ﹤0.01% | 3677 |
|
|
2013
Q4 | $23K | Sell |
873
-1,666
| -66% | -$42.7K | ﹤0.01% | 3184 |
|
|
2013
Q3 | $68K | Sell |
2,539
-30
| -1% | -$802 | ﹤0.01% | 2671 |
|
|
2013
Q2 | $66K | Buy |
+2,569
| New | +$67.5K | ﹤0.01% | 2605 |
|
Other funds holding MED
SCP
Bank of Montreal's MED Position: Q4 2025 in Review
Bank of Montreal sold out of Medifast (MED) in Q4 2025, closing a stake of 17,404 shares — an estimated $238K sold.
Bank of Montreal first reported a position in MED in Q2 2013 and held it in 43 quarters. The position peaked at $2.52M in Q1 2019. 109 funds tracked by Wall St. Rank hold MED as of Q4 2025.
- Bank of Montreal reported no remaining Medifast position as of Q4 2025 after selling out during the quarter.
- Bank of Montreal sold 17,404 Medifast shares in Q4 2025, an estimated $238K.
- Bank of Montreal first reported a position in Medifast in Q2 2013 and held it in 43 quarters.
- Bank of Montreal's Medifast position peaked at $2.52M in Q1 2019.
- 109 funds tracked by Wall St. Rank held Medifast as of Q4 2025.
Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.