Concord Wealth Partners’s Medifast MED Stock Holding History

Concord Wealth 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
2026 Q2	$350	Buy	+33	New	+$381	﹤0.01%	829
2026 Q1	–	Sell	-33	Closed	-$352	–	561
2025 Q4	$352	Hold	33	–	–	﹤0.01%	786
2025 Q3	$451	Hold	33	–	–	﹤0.01%	775
2025 Q2	$464	Hold	33	–	–	﹤0.01%	790
2025 Q1	$445	Hold	33	–	–	﹤0.01%	766
2024 Q4	$581	Hold	33	–	–	﹤0.01%	850
2024 Q3	$632	Hold	33	–	–	﹤0.01%	879
2024 Q2	$720	Hold	33	–	–	﹤0.01%	744
2024 Q1	$1.26K	Buy	+33	New	+$1.6K	﹤0.01%	782

Other funds holding MED

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 New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concord Wealth Partners's MED Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Medifast (MED) in Q2 2026: 33 shares worth $350. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MED as recently as Q4 2025.

Concord Wealth Partners first reported a position in MED in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.26K in Q1 2024. 113 funds tracked by Wall St. Rank hold MED as of Q2 2026.

Concord Wealth Partners held 33 shares of Medifast worth $350 as of Q2 2026.
Medifast was a new Concord Wealth Partners position in Q2 2026.
Medifast made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #829 holding.
Concord Wealth Partners first reported a position in Medifast in Q1 2024 and has held it in 9 quarters since.
Concord Wealth Partners's Medifast position peaked at $1.26K in Q1 2024.
113 funds tracked by Wall St. Rank held Medifast as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.