CWR
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Chico Wealth RIA’s Medifast MED Stock Holding History

Chico Wealth RIA’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
Q2 		$223K Buy
+21,000
New +$242K 0.12% 43

Other funds holding MED

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Chico Wealth RIA's MED Position: Q2 2026 in Review

Chico Wealth RIA opened a new position in Medifast (MED) in Q2 2026: 21,000 shares worth $223K. The stake represents 0.12% of the portfolio and ranks #43 among its holdings.

113 funds tracked by Wall St. Rank hold MED as of Q2 2026.

  • Chico Wealth RIA held 21,000 shares of Medifast worth $223K as of Q2 2026.
  • Medifast was a new Chico Wealth RIA position in Q2 2026.
  • Medifast made up 0.12% of Chico Wealth RIA's portfolio in Q2 2026, its #43 holding.
  • 113 funds tracked by Wall St. Rank held Medifast as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.