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Private Wealth Management Group’s Medifast MED Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-41
Closed -$438 – 1511
2025
Q4 		$438 Hold
41
– – ﹤0.01% 1415
2025
Q3 		$561 Hold
41
– – ﹤0.01% 1408
2025
Q2 		$577 Buy
41
+29
+242% +$381 ﹤0.01% 1400
2025
Q1 		$162 Buy
+12
New +$180 ﹤0.01% 1451
2024
Q2 		– Sell
-30
Closed -$1.15K – 1570
2024
Q1 		$1.15K Buy
30
+23
+329% +$1.11K ﹤0.01% 1208
2023
Q4 		$471 Buy
+7
New +$488 ﹤0.01% 1474

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
SCP
Steamboat Capital Partners Rye, New York $468M AUM 80.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Private Wealth Management Group's MED Position: Q1 2026 in Review

Private Wealth Management Group sold out of Medifast (MED) in Q1 2026, closing a stake of 41 shares — an estimated $438 sold.

Private Wealth Management Group first reported a position in MED in Q4 2023 and held it in 6 quarters. The position peaked at $1.15K in Q1 2024. 112 funds tracked by Wall St. Rank hold MED as of Q1 2026.

  • Private Wealth Management Group reported no remaining Medifast position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 41 Medifast shares in Q1 2026, an estimated $438.
  • Private Wealth Management Group first reported a position in Medifast in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's Medifast position peaked at $1.15K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held Medifast as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.