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Clearstead Advisors’s Medifast MED Stock Holding History

Clearstead 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
2026
Q2 		$22 Buy
+2
New +$23 ﹤0.01% 3574
2026
Q1 		– Sell
-2
Closed -$22 – 2614
2025
Q4 		$22 Sell
2
-27
-93% -$323 ﹤0.01% 2683
2025
Q3 		$397 Buy
+29
New +$405 ﹤0.01% 2766

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CC
Commons Capital Needham, Massachusetts $143M AUM 30.09% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Clearstead Advisors's MED Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Medifast (MED) in Q2 2026: 2 shares worth $22. The stake represents ﹤0.01% of the portfolio and ranks #3574 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MED as recently as Q4 2025.

Clearstead Advisors first reported a position in MED in Q3 2025 and has held it in 3 quarters since. The position peaked at $397 in Q3 2025. 39 funds tracked by Wall St. Rank hold MED as of Q2 2026.

  • Clearstead Advisors held 2 shares of Medifast worth $22 as of Q2 2026.
  • Medifast was a new Clearstead Advisors position in Q2 2026.
  • Medifast made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3574 holding.
  • Clearstead Advisors first reported a position in Medifast in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Medifast position peaked at $397 in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Medifast as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.