Rise Advisors’s Medifast MED Stock Holding History

Rise Advisors’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	-50	Closed	-$684	–	898
2025 Q3	$684	Hold	50	–	–	﹤0.01%	1336
2025 Q2	$703	Buy	+50	New	+$657	﹤0.01%	1344

Other funds holding MED

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

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

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Rise Advisors's MED Position: Q4 2025 in Review

Rise Advisors sold out of Medifast (MED) in Q4 2025, closing a stake of 50 shares — an estimated $684 sold.

Rise Advisors first reported a position in MED in Q2 2025 and held it in 2 quarters. The position peaked at $703 in Q2 2025. 109 funds tracked by Wall St. Rank hold MED as of Q4 2025.

Rise Advisors reported no remaining Medifast position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 50 Medifast shares in Q4 2025, an estimated $684.
Rise Advisors first reported a position in Medifast in Q2 2025 and held it in 2 quarters.
Rise Advisors's Medifast position peaked at $703 in Q2 2025.
109 funds tracked by Wall St. Rank held Medifast as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.