Corient Private Wealth’s Medifast MED Stock Holding History

Corient Private Wealth’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 Q1	–	Sell	-26,078	Closed	-$279K	–	2967
2025 Q4	$279K	Buy	+26,078	New	+$312K	﹤0.01%	2515

Other funds holding MED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Corient Private Wealth's MED Position: Q1 2026 in Review

Corient Private Wealth sold out of Medifast (MED) in Q1 2026, closing a stake of 26,078 shares — an estimated $279K sold.

Corient Private Wealth first reported a position in MED in Q4 2025 and held it in 1 quarter. The position peaked at $279K in Q4 2025. 111 funds tracked by Wall St. Rank hold MED as of Q1 2026.

Corient Private Wealth reported no remaining Medifast position as of Q1 2026 after selling out during the quarter.
Corient Private Wealth sold 26,078 Medifast shares in Q1 2026, an estimated $279K.
Corient Private Wealth first reported a position in Medifast in Q4 2025 and held it in 1 quarter.
Corient Private Wealth's Medifast position peaked at $279K in Q4 2025.
111 funds tracked by Wall St. Rank held Medifast as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.