UBS AM’s Medifast MED Stock Holding History

UBS AM’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	$6.38K	Hold	601	–	–	﹤0.01%	3361
2026 Q1	$6.12K	Buy	+601	New	+$6.48K	﹤0.01%	3420
2024 Q2	–	Sell	-7,121	Closed	-$273K	–	2853
2024 Q1	$273K	Sell	7,121 -4,589	-39%	-$222K	﹤0.01%	2413
2023 Q4	$787K	Hold	11,710	–	–	﹤0.01%	2150
2023 Q3	$876K	Sell	11,710 -2,002	-15%	-$178K	﹤0.01%	2028
2023 Q2	$1.42M	Hold	13,712	–	–	﹤0.01%	1840
2023 Q1	$1.42M	Buy	+13,712	New	+$1.52M	﹤0.01%	1840
2022 Q4	–	Sell	-10,845	Closed	-$1.18M	–	2665
2022 Q3	$1.18M	Sell	10,845 -1,960	-15%	-$281K	﹤0.01%	1873
2022 Q2	$2.31M	Sell	12,805 -105	-0.8%	-$18.8K	﹤0.01%	1555
2022 Q1	$2.2M	Sell	12,910 -582	-4%	-$110K	﹤0.01%	1751
2021 Q4	$2.83M	Buy	13,492 +849	+7%	+$175K	﹤0.01%	1710
2021 Q3	$2.44M	Buy	12,643 +2,248	+22%	+$553K	﹤0.01%	1748
2021 Q2	$2.94M	Buy	10,395 +2,893	+39%	+$784K	﹤0.01%	1674
2021 Q1	$1.59M	Hold	7,502	–	–	﹤0.01%	1852
2020 Q4	$1.47M	Hold	7,502	–	–	﹤0.01%	1808
2020 Q3	$1.23M	Sell	7,502 -290	-4%	-$47.7K	﹤0.01%	1758
2020 Q2	$1.08M	Sell	7,792 -2,240	-22%	-$206K	﹤0.01%	1764
2020 Q1	$627K	Sell	10,032 -1,695	-14%	-$154K	﹤0.01%	1887
2019 Q4	$1.29M	Sell	11,727 -1,621	-12%	-$157K	﹤0.01%	1790
2019 Q3	$1.38M	Buy	13,348 +1,922	+17%	+$207K	﹤0.01%	1794
2019 Q2	$1.47M	Buy	11,426 +1,732	+18%	+$241K	﹤0.01%	1741
2019 Q1	$1.24M	Buy	9,694 +1,116	+13%	+$142K	﹤0.01%	1736
2018 Q4	$1.07M	Buy	8,578 +1,985	+30%	+$340K	﹤0.01%	1724
2018 Q3	$1.46M	Sell	6,593 -200	-3%	-$40.5K	﹤0.01%	1637
2018 Q2	$1.09M	Sell	6,793 -187	-3%	-$23.9K	﹤0.01%	1787
2018 Q1	$652K	Buy	+6,980	New	+$522K	﹤0.01%	1924
2016 Q4	–	Sell	-7,899	Closed	-$299K	–	2588
2016 Q3	$299K	Hold	7,899	–	–	﹤0.01%	2269
2016 Q2	$263K	Hold	7,899	–	–	﹤0.01%	2289
2016 Q1	$238K	Sell	7,899 -600	-7%	-$17.5K	﹤0.01%	2341
2015 Q4	$258K	Buy	8,499 +100	+1%	+$2.98K	﹤0.01%	2410
2015 Q3	$226K	Buy	8,399 +600	+8%	+$17.5K	﹤0.01%	2428
2015 Q2	$252K	Hold	7,799	–	–	﹤0.01%	2467
2015 Q1	$234K	Hold	7,799	–	–	﹤0.01%	2403
2014 Q4	$262K	Sell	7,799 -800	-9%	-$24.9K	﹤0.01%	2316
2014 Q3	$282K	Hold	8,599	–	–	﹤0.01%	2177
2014 Q2	$261K	Hold	8,599	–	–	﹤0.01%	2266
2014 Q1	$250K	Buy	8,599 +600	+8%	+$16.1K	﹤0.01%	2300
2013 Q4	$209K	Sell	7,999 -291	-4%	-$7.46K	﹤0.01%	2350
2013 Q3	$223K	Hold	8,290	–	–	﹤0.01%	2276
2013 Q2	$214K	Buy	+8,290	New	+$218K	﹤0.01%	2237

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

UBS AM's MED Position: Q2 2026 in Review

UBS AM held its Medifast (MED) position steady in Q2 2026 at 601 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3361.

UBS AM first reported a position in MED in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.94M in Q2 2021. 112 funds tracked by Wall St. Rank hold MED as of Q2 2026.

UBS AM held 601 shares of Medifast worth $6.38K as of Q2 2026.
UBS AM left its Medifast share count unchanged in Q2 2026.
Medifast made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3361 holding.
UBS AM first reported a position in Medifast in Q2 2013 and has held it in 40 quarters since.
UBS AM's Medifast position peaked at $2.94M in Q2 2021.
112 funds tracked by Wall St. Rank held Medifast as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.