Carson Wealth (CWM LLC)
MED icon

Carson Wealth (CWM LLC)’s Medifast MED Stock Holding History

Carson Wealth (CWM LLC)’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 		$92.1K Buy
9,034
+1,943
+27% +$20.9K ﹤0.01% 3344
2025
Q4 		$76K Sell
7,091
-8,758
-55% -$105K ﹤0.01% 3288
2025
Q3 		$217K Buy
15,849
+8,392
+113% +$117K ﹤0.01% 2377
2025
Q2 		$105K Buy
7,457
+6,335
+565% +$83.3K ﹤0.01% 2673
2025
Q1 		$15K Sell
1,122
-4,939
-81% -$74.2K ﹤0.01% 3880
2024
Q4 		$107K Sell
6,061
-1,945
-24% -$36.1K ﹤0.01% 2243
2024
Q3 		$153K Buy
8,006
+3,322
+71% +$64K ﹤0.01% 1916
2024
Q2 		$102K Buy
4,684
+3,689
+371% +$98.3K ﹤0.01% 1963
2024
Q1 		$38K Buy
995
+429
+76% +$20.8K ﹤0.01% 2481
2023
Q4 		$38K Buy
566
+35
+7% +$2.44K ﹤0.01% 2343
2023
Q3 		$40K Buy
531
+367
+224% +$32.6K ﹤0.01% 2207
2023
Q2 		$15K Sell
164
-31
-16% -$2.76K ﹤0.01% 2822
2023
Q1 		$20K Buy
195
+11
+6% +$1.22K ﹤0.01% 2515
2022
Q4 		$21K Buy
184
+121
+192% +$14.1K ﹤0.01% 2329
2022
Q3 		$7K Buy
63
+12
+24% +$1.72K ﹤0.01% 2905
2022
Q2 		$9K Buy
51
+40
+364% +$7.16K ﹤0.01% 2647
2022
Q1 		$2K Sell
11
-8
-42% -$1.51K ﹤0.01% 3199
2021
Q4 		$4K Buy
+19
New +$3.93K ﹤0.01% 2849
2019
Q1 		– Sell
-5
Closed -$1K – 3149
2018
Q4 		$1K Buy
+5
New +$855 ﹤0.01% 1931

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

Carson Wealth (CWM LLC)'s MED Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Medifast (MED) stake by 27% in Q1 2026, buying an estimated $20.9K and bringing the position to 9,034 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3344.

Carson Wealth (CWM LLC) first reported a position in MED in Q4 2018 and has held it in 19 quarters since. The position peaked at $217K in Q3 2025. 111 funds tracked by Wall St. Rank hold MED as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,034 shares of Medifast worth $92.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,943 Medifast shares in Q1 2026, an estimated $20.9K.
  • Medifast made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3344 holding.
  • Carson Wealth (CWM LLC) first reported a position in Medifast in Q4 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Medifast position peaked at $217K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Medifast as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.