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Principal Securities’s Medifast MED Stock Holding History

Principal Securities’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 		– Sell
-31
Closed -$424 – 2650
2025
Q3 		$424 Hold
31
– – ﹤0.01% 3567
2025
Q2 		$436 Buy
+31
New +$407 ﹤0.01% 3503
2024
Q4 		– Sell
-38
Closed -$727 – 3596
2024
Q3 		$727 Sell
38
-32
-46% -$617 ﹤0.01% 3206
2024
Q2 		$1.53K Buy
+70
New +$1.87K ﹤0.01% 2978

Other funds holding MED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Principal Securities's MED Position: Q4 2025 in Review

Principal Securities sold out of Medifast (MED) in Q4 2025, closing a stake of 31 shares — an estimated $424 sold.

Principal Securities first reported a position in MED in Q2 2024 and held it in 4 quarters. The position peaked at $1.53K in Q2 2024. 109 funds tracked by Wall St. Rank hold MED as of Q4 2025.

  • Principal Securities reported no remaining Medifast position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 31 Medifast shares in Q4 2025, an estimated $424.
  • Principal Securities first reported a position in Medifast in Q2 2024 and held it in 4 quarters.
  • Principal Securities's Medifast position peaked at $1.53K in Q2 2024.
  • 109 funds tracked by Wall St. Rank held Medifast as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.