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Cornerstone Planning Group’s Medifast MED Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-12
Closed -$146 – 1794
2025
Q3 		$146 Hold
12
– – ﹤0.01% 1623
2025
Q2 		$157 Hold
12
– – ﹤0.01% 1470
2025
Q1 		$145 Sell
12
-2
-14% -$30 ﹤0.01% 1481
2024
Q4 		$226 Buy
+14
New +$260 ﹤0.01% 1319

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Cornerstone Planning Group's MED Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Medifast (MED) in Q4 2025, closing a stake of 12 shares — an estimated $146 sold.

Cornerstone Planning Group first reported a position in MED in Q4 2024 and held it in 4 quarters. The position peaked at $226 in Q4 2024. 109 funds tracked by Wall St. Rank hold MED as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Medifast position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 12 Medifast shares in Q4 2025, an estimated $146.
  • Cornerstone Planning Group first reported a position in Medifast in Q4 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Medifast position peaked at $226 in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Medifast as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.