Global Retirement Partners’s Medifast MED Stock Holding History

Global Retirement 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
2025 Q4	$45	Hold	4	–	–	﹤0.01%	4184
2025 Q3	$58	Hold	4	–	–	﹤0.01%	3822
2025 Q2	$60	Buy	+4	New	+$53	﹤0.01%	3742
2024 Q4	$1.34K	Buy	76 +72	+1,800%	+$1.34K	﹤0.01%	3202
2024 Q3	$81	Hold	4	–	–	﹤0.01%	3418
2024 Q2	$93	Hold	4	–	–	﹤0.01%	3461
2024 Q1	$163	Sell	4 -7	-64%	-$339	﹤0.01%	3268
2023 Q4	$625	Hold	11	–	–	﹤0.01%	3021
2023 Q3	$818	Hold	11	–	–	﹤0.01%	2817
2023 Q2	$1.02K	Hold	11	–	–	﹤0.01%	2780
2023 Q1	$937	Sell	11 -13	-54%	-$1.44K	﹤0.01%	2753
2022 Q4	$2.77K	Sell	24 -3	-11%	-$349	﹤0.01%	2240
2022 Q3	$3K	Sell	27 -42	-61%	-$6.02K	﹤0.01%	2118
2022 Q2	$12K	Buy	69 +16	+30%	+$2.86K	﹤0.01%	1553
2022 Q1	$8K	Buy	+53	New	+$9.99K	﹤0.01%	1717

Other funds holding MED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

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 London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return