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Bell Investment Advisors’s Medifast MED Stock Holding History

Bell Investment Advisors’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
Q1 		– Sell
-25
Closed -$441 – 1931
2024
Q4 		$441 Buy
+25
New +$464 ﹤0.01% 1809
2024
Q3 		– Sell
-16
Closed -$350 – 1915
2024
Q2 		$350 Buy
+16
New +$426 ﹤0.01% 1888
2023
Q2 		– Sell
-4
Closed -$415 – 1959
2023
Q1 		$415 Sell
4
-17
-81% -$1.88K ﹤0.01% 1880
2022
Q4 		$2.42K Buy
21
+5
+31% +$582 ﹤0.01% 1185
2022
Q3 		$2K Buy
16
+10
+167% +$1.43K ﹤0.01% 1152
2022
Q2 		$1K Buy
+6
New +$1.07K ﹤0.01% 1494
2021
Q4 		$8K Buy
39
+22
+129% +$4.55K ﹤0.01% 562
2021
Q3 		$3K Buy
+17
New +$4.18K ﹤0.01% 939

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bell Investment Advisors's MED Position: Q1 2025 in Review

Bell Investment Advisors sold out of Medifast (MED) in Q1 2025, closing a stake of 25 shares — an estimated $441 sold.

Bell Investment Advisors first reported a position in MED in Q3 2021 and held it in 8 quarters. The position peaked at $8K in Q4 2021. 124 funds tracked by Wall St. Rank hold MED as of Q1 2025.

  • Bell Investment Advisors reported no remaining Medifast position as of Q1 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 25 Medifast shares in Q1 2025, an estimated $441.
  • Bell Investment Advisors first reported a position in Medifast in Q3 2021 and held it in 8 quarters.
  • Bell Investment Advisors's Medifast position peaked at $8K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held Medifast as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.