Kestra Advisory Services’s Medifast MED Stock Holding History

Kestra Advisory Services’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	-323	Closed	-$4.35K	–	2923
2025 Q1	$4.35K	Buy	+323	New	+$4.85K	﹤0.01%	2726

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Advisory Services's MED Position: Q2 2025 in Review

Kestra Advisory Services sold out of Medifast (MED) in Q2 2025, closing a stake of 323 shares — an estimated $4.35K sold.

Kestra Advisory Services first reported a position in MED in Q1 2025 and held it in 1 quarter. The position peaked at $4.35K in Q1 2025. 120 funds tracked by Wall St. Rank hold MED as of Q2 2025.

Kestra Advisory Services reported no remaining Medifast position as of Q2 2025 after selling out during the quarter.
Kestra Advisory Services sold 323 Medifast shares in Q2 2025, an estimated $4.35K.
Kestra Advisory Services first reported a position in Medifast in Q1 2025 and held it in 1 quarter.
Kestra Advisory Services's Medifast position peaked at $4.35K in Q1 2025.
120 funds tracked by Wall St. Rank held Medifast as of Q2 2025.

Based on Kestra Advisory Services's 13F filing for Q2 2025, filed 15 Aug 2025.