Cerity Partners
MED icon

Cerity Partners’s Medifast MED Stock Holding History

Cerity Partners’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
Q4 		– Sell
-11,190
Closed -$153K – 2967
2025
Q3 		$153K Buy
+11,190
New +$156K ﹤0.01% 2559
2024
Q1 		– Sell
-15,193
Closed -$1.02M – 2329
2023
Q4 		$1.02M Sell
15,193
-2,433
-14% -$169K ﹤0.01% 974
2023
Q3 		$1.32M Sell
17,626
-199
-1% -$17.7K 0.01% 681
2023
Q2 		$1.64M Buy
17,825
+17,017
+2,106% +$1.52M 0.01% 771
2023
Q1 		$430K Buy
+808
New +$89.5K ﹤0.01% 1360

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 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

Cerity Partners's MED Position: Q4 2025 in Review

Cerity Partners sold out of Medifast (MED) in Q4 2025, closing a stake of 11,190 shares — an estimated $153K sold.

Cerity Partners first reported a position in MED in Q1 2023 and held it in 5 quarters. The position peaked at $1.64M in Q2 2023. 109 funds tracked by Wall St. Rank hold MED as of Q4 2025.

  • Cerity Partners reported no remaining Medifast position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 11,190 Medifast shares in Q4 2025, an estimated $153K.
  • Cerity Partners first reported a position in Medifast in Q1 2023 and held it in 5 quarters.
  • Cerity Partners's Medifast position peaked at $1.64M in Q2 2023.
  • 109 funds tracked by Wall St. Rank held Medifast as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.