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	-13,039	Closed	-$139K	–	2939
2025 Q4	$139K	Buy	+13,039	New	+$156K	﹤0.01%	2491

Other funds holding MED

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 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 13,039 shares — an estimated $139K sold.

Corient Private Wealth first reported a position in MED in Q4 2025 and held it in 1 quarter. The position peaked at $139K in Q4 2025. 112 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 13,039 Medifast shares in Q1 2026, an estimated $139K.
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 $139K in Q4 2025.
112 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.