Principia Wealth Advisory’s Medifast MED Stock Holding History

Principia Wealth Advisory’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	$64	Hold	6	–	–	﹤0.01%	1048
2026 Q1	$61	Hold	6	–	–	﹤0.01%	1038
2025 Q4	$64	Hold	6	–	–	﹤0.01%	1004
2025 Q3	$82	Hold	6	–	–	﹤0.01%	947
2025 Q2	$84	Hold	6	–	–	﹤0.01%	920
2025 Q1	$79	Hold	6	–	–	﹤0.01%	817
2024 Q4	$106	Buy	+6	New	+$111	﹤0.01%	765

Other funds holding MED

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 New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principia Wealth Advisory's MED Position: Q2 2026 in Review

Principia Wealth Advisory held its Medifast (MED) position steady in Q2 2026 at 6 shares worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Principia Wealth Advisory first reported a position in MED in Q4 2024 and has held it in 7 quarters since. The position peaked at $106 in Q4 2024. 113 funds tracked by Wall St. Rank hold MED as of Q2 2026.

Principia Wealth Advisory held 6 shares of Medifast worth $64 as of Q2 2026.
Principia Wealth Advisory left its Medifast share count unchanged in Q2 2026.
Medifast made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1048 holding.
Principia Wealth Advisory first reported a position in Medifast in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Medifast position peaked at $106 in Q4 2024.
113 funds tracked by Wall St. Rank held Medifast as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.