EP
MED icon

Essential Partners’s Medifast MED Stock Holding History

Essential 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 		– Sell
-81
Closed -$859 – 2942
2026
Q2 		$859 Sell
81
-553
-87% -$6.38K ﹤0.01% 2307
2026
Q1 		$6.46K Sell
634
-44
-6% -$474 ﹤0.01% 1465
2025
Q4 		$7.24K Sell
678
-926
-58% -$11.1K ﹤0.01% 1280
2025
Q3 		$21.9K Buy
1,604
+1,453
+962% +$20.3K 0.01% 863
2025
Q2 		$2.12K Buy
+151
New +$1.98K ﹤0.01% 1301

Other funds holding MED

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's MED Position: Q3 2026 in Review

Essential Partners sold out of Medifast (MED) in Q3 2026, closing a stake of 81 shares — an estimated $859 sold.

Essential Partners first reported a position in MED in Q2 2025 and held it in 5 quarters. The position peaked at $21.9K in Q3 2025. 4 funds tracked by Wall St. Rank hold MED as of Q3 2026.

  • Essential Partners reported no remaining Medifast position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 81 Medifast shares in Q3 2026, an estimated $859.
  • Essential Partners first reported a position in Medifast in Q2 2025 and held it in 5 quarters.
  • Essential Partners's Medifast position peaked at $21.9K in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Medifast as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.