CM
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Caption Management’s Medifast MED Stock Holding History

Caption 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
Q1 		– Sell
-4,396
Closed -$46.9K – 1866
2025
Q4 		$46.9K Sell
4,396
-12,999
-75% -$156K ﹤0.01% 1468
2025
Q3 		$238K Hold
17,395
– – ﹤0.01% 1443
2025
Q2 		$244K Buy
+17,395
New +$229K ﹤0.01% 1232
2024
Q1 		– Sell
-18,499
Closed -$1.24M – 1492
2023
Q4 		$1.24M Buy
+18,499
New +$1.29M 0.02% 754

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
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Caption Management's MED Position: Q1 2026 in Review

Caption Management sold out of Medifast (MED) in Q1 2026, closing a stake of 4,396 shares — an estimated $46.9K sold.

Caption Management first reported a position in MED in Q4 2023 and held it in 4 quarters. The position peaked at $1.24M in Q4 2023. 112 funds tracked by Wall St. Rank hold MED as of Q1 2026.

  • Caption Management reported no remaining Medifast position as of Q1 2026 after selling out during the quarter.
  • Caption Management sold 4,396 Medifast shares in Q1 2026, an estimated $46.9K.
  • Caption Management first reported a position in Medifast in Q4 2023 and held it in 4 quarters.
  • Caption Management's Medifast position peaked at $1.24M in Q4 2023.
  • 112 funds tracked by Wall St. Rank held Medifast as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.