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Coldstream Capital Management’s Medifast MED Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-111
Closed -$1.5K – 2402
2025
Q1 		$1.5K Buy
+111
New +$1.67K ﹤0.01% 3085

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coldstream Capital Management's MED Position: Q2 2025 in Review

Coldstream Capital Management sold out of Medifast (MED) in Q2 2025, closing a stake of 111 shares — an estimated $1.5K sold.

Coldstream Capital Management first reported a position in MED in Q1 2025 and held it in 1 quarter. The position peaked at $1.5K in Q1 2025. 120 funds tracked by Wall St. Rank hold MED as of Q2 2025.

  • Coldstream Capital Management reported no remaining Medifast position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 111 Medifast shares in Q2 2025, an estimated $1.5K.
  • Coldstream Capital Management first reported a position in Medifast in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Medifast position peaked at $1.5K in Q1 2025.
  • 120 funds tracked by Wall St. Rank held Medifast as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.