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Cresset Asset Management’s Medifast MED Stock Holding History

Cresset Asset Management’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
Q2 		– Sell
-35,563
Closed -$479K – 1647
2025
Q1 		$479K Sell
35,563
-6,549
-16% -$98.4K ﹤0.01% 1088
2024
Q4 		$742K Sell
42,112
-8,315
-16% -$154K ﹤0.01% 916
2024
Q3 		$965K Buy
50,427
+6,566
+15% +$127K ﹤0.01% 1181
2024
Q2 		$957K Buy
43,861
+10,840
+33% +$289K ﹤0.01% 1090
2024
Q1 		$1.27M Buy
33,021
+17,163
+108% +$831K 0.01% 877
2023
Q4 		$1.07M Buy
15,858
+4,611
+41% +$321K 0.01% 871
2023
Q3 		$842K Buy
11,247
+1,941
+21% +$172K ﹤0.01% 936
2023
Q2 		$873K Buy
+9,306
New +$829K ﹤0.01% 1007
2019
Q2 		– Sell
-25
Closed -$3K – 1177
2019
Q1 		$3K Hold
25
– – ﹤0.01% 1528
2018
Q4 		$3K Buy
+25
New +$4.28K ﹤0.01% 1195

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cresset Asset Management's MED Position: Q2 2025 in Review

Cresset Asset Management sold out of Medifast (MED) in Q2 2025, closing a stake of 35,563 shares — an estimated $479K sold.

Cresset Asset Management first reported a position in MED in Q4 2018 and held it in 10 quarters. The position peaked at $1.27M in Q1 2024. 120 funds tracked by Wall St. Rank hold MED as of Q2 2025.

  • Cresset Asset Management reported no remaining Medifast position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 35,563 Medifast shares in Q2 2025, an estimated $479K.
  • Cresset Asset Management first reported a position in Medifast in Q4 2018 and held it in 10 quarters.
  • Cresset Asset Management's Medifast position peaked at $1.27M in Q1 2024.
  • 120 funds tracked by Wall St. Rank held Medifast as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.