Concord Wealth Partners
MED icon

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
Q3 		$380 Hold
33
– – ﹤0.01% 763
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

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Morgan Stanley
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Peapod Lane Capital
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Lido Advisors
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Quinn Opportunity Partners
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Concord Wealth Partners's MED Position: Q3 2026 in Review

Concord Wealth Partners held its Medifast (MED) position steady in Q3 2026 at 33 shares worth $380. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Concord Wealth Partners first reported a position in MED in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.26K in Q1 2024. 63 funds tracked by Wall St. Rank hold MED as of Q3 2026.

  • Concord Wealth Partners held 33 shares of Medifast worth $380 as of Q3 2026.
  • Concord Wealth Partners left its Medifast share count unchanged in Q3 2026.
  • Medifast made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #763 holding.
  • Concord Wealth Partners first reported a position in Medifast in Q1 2024 and has held it in 10 quarters since.
  • Concord Wealth Partners's Medifast position peaked at $1.26K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held Medifast as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.