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Pinnacle Wealth Planning Services’s Medifast MED Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		$6.7K Sell
631
-173
-22% -$2K ﹤0.01% 2213
2026
Q1 		$8.19K Sell
804
-848
-51% -$9.14K ﹤0.01% 2081
2025
Q4 		$17.6K Buy
+1,652
New +$19.8K ﹤0.01% 1776
2021
Q1 		– Sell
-44
Closed -$8K – 1287
2020
Q4 		$8K Buy
+44
New +$7.78K ﹤0.01% 1473

Other funds holding MED

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's MED Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Medifast (MED) stake by 22% in Q2 2026, selling an estimated $2K and leaving 631 shares worth $6.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Pinnacle Wealth Planning Services first reported a position in MED in Q4 2020 and has held it in 4 quarters since. The position peaked at $17.6K in Q4 2025. 113 funds tracked by Wall St. Rank hold MED as of Q2 2026.

  • Pinnacle Wealth Planning Services held 631 shares of Medifast worth $6.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 173 Medifast shares in Q2 2026, an estimated $2K.
  • Medifast made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2213 holding.
  • Pinnacle Wealth Planning Services first reported a position in Medifast in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Medifast position peaked at $17.6K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Medifast as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.