Tortoise Investment Management’s Medifast MED Stock Holding History

Tortoise Investment Management’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 Q3	–	Sell	-25	Closed	-$351	–	1591
2025 Q2	$351	Hold	25	–	–	﹤0.01%	1140
2025 Q1	$337	Hold	25	–	–	﹤0.01%	788
2024 Q4	$441	Hold	25	–	–	﹤0.01%	832
2024 Q3	$479	Hold	25	–	–	﹤0.01%	842
2024 Q2	$546	Hold	25	–	–	﹤0.01%	843
2024 Q1	$958	Hold	25	–	–	﹤0.01%	815
2023 Q4	$1.68K	Hold	25	–	–	﹤0.01%	718
2023 Q3	$1.87K	Hold	25	–	–	﹤0.01%	705
2023 Q2	$2.3K	Hold	25	–	–	﹤0.01%	681
2023 Q1	$2.59K	Hold	25	–	–	﹤0.01%	671
2022 Q4	$2.88K	Hold	25	–	–	﹤0.01%	650
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	656
2022 Q2	$5K	Hold	25	–	–	﹤0.01%	583
2022 Q1	$4K	Hold	25	–	–	﹤0.01%	598
2021 Q4	$5K	Hold	25	–	–	﹤0.01%	540
2021 Q3	$5K	Hold	25	–	–	﹤0.01%	526
2021 Q2	$7K	Hold	25	–	–	﹤0.01%	497
2021 Q1	$5K	Hold	25	–	–	﹤0.01%	499
2020 Q4	$5K	Hold	25	–	–	﹤0.01%	470
2020 Q3	$4K	Hold	25	–	–	﹤0.01%	452
2020 Q2	$3K	Hold	25	–	–	﹤0.01%	448
2020 Q1	$2K	Hold	25	–	–	﹤0.01%	490
2019 Q4	$3K	Hold	25	–	–	﹤0.01%	513
2019 Q3	$3K	Hold	25	–	–	﹤0.01%	508
2019 Q2	$3K	Hold	25	–	–	﹤0.01%	537
2019 Q1	$3K	Hold	25	–	–	﹤0.01%	526
2018 Q4	$3K	Hold	25	–	–	﹤0.01%	482
2018 Q3	$6K	Buy	+25	New	+$5.07K	﹤0.01%	443

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Tortoise Investment Management's MED Position: Q3 2025 in Review

Tortoise Investment Management sold out of Medifast (MED) in Q3 2025, closing a stake of 25 shares — an estimated $351 sold.

Tortoise Investment Management first reported a position in MED in Q3 2018 and held it in 28 quarters. The position peaked at $7K in Q2 2021. 123 funds tracked by Wall St. Rank hold MED as of Q3 2025.

Tortoise Investment Management reported no remaining Medifast position as of Q3 2025 after selling out during the quarter.
Tortoise Investment Management sold 25 Medifast shares in Q3 2025, an estimated $351.
Tortoise Investment Management first reported a position in Medifast in Q3 2018 and held it in 28 quarters.
Tortoise Investment Management's Medifast position peaked at $7K in Q2 2021.
123 funds tracked by Wall St. Rank held Medifast as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.