EWA
MED icon

EverSource Wealth Advisors’s Medifast MED Stock Holding History

EverSource Wealth Advisors’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
Q2 		$2.91K Buy
274
+115
+72% +$1.33K ﹤0.01% 3554
2026
Q1 		$1.62K Sell
159
-22
-12% -$237 ﹤0.01% 3707
2025
Q4 		$1.93K Sell
181
-872
-83% -$10.4K ﹤0.01% 3509
2025
Q3 		$14.4K Sell
1,053
-159
-13% -$2.22K ﹤0.01% 2593
2025
Q2 		$17K Buy
1,212
+978
+418% +$12.9K ﹤0.01% 2427
2025
Q1 		$3.15K Buy
234
+17
+8% +$255 ﹤0.01% 2709
2024
Q4 		$3.82K Sell
217
-73
-25% -$1.35K ﹤0.01% 2461
2024
Q3 		$5.55K Hold
290
– – ﹤0.01% 2186
2024
Q2 		$6.36K Sell
290
-89
-23% -$2.37K ﹤0.01% 2120
2024
Q1 		$10.4K Buy
379
+365
+2,607% +$17.7K ﹤0.01% 1670
2023
Q4 		$941 Buy
+14
New +$975 ﹤0.01% 2417

Other funds holding MED

PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
CC
Commons Capital Needham, Massachusetts $143M AUM 30.09% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LFS
Littlejohn Financial Services Roseburg, Oregon $138M AUM 19.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EverSource Wealth Advisors's MED Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Medifast (MED) stake by 72% in Q2 2026, buying an estimated $1.33K and bringing the position to 274 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

EverSource Wealth Advisors first reported a position in MED in Q4 2023 and has held it in 11 quarters since. The position peaked at $17K in Q2 2025. 25 funds tracked by Wall St. Rank hold MED as of Q2 2026.

  • EverSource Wealth Advisors held 274 shares of Medifast worth $2.91K as of Q2 2026.
  • EverSource Wealth Advisors bought 115 Medifast shares in Q2 2026, an estimated $1.33K.
  • Medifast made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3554 holding.
  • EverSource Wealth Advisors first reported a position in Medifast in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Medifast position peaked at $17K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Medifast as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.