UBS Group’s Medifast MED Stock Holding History

UBS 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
2020 Q1	–	Sell	-136,400	Closed	-$14.9M	–	8215
2019 Q4	$14.9M	Buy	+136,400	New	+$13.2M	0.01%	1604

Other funds holding MED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SCP

Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

UBS Group's MED Position: Q1 2026 in Review

UBS Group reduced its Medifast (MED) stake by 63% in Q1 2026, selling an estimated $256K and leaving 13,833 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #6821.

UBS Group first reported a position in MED in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.49M in Q2 2023. 111 funds tracked by Wall St. Rank hold MED as of Q1 2026.

UBS Group held 13,833 shares of Medifast worth $141K as of Q1 2026.
UBS Group sold 23,774 Medifast shares in Q1 2026, an estimated $256K.
Medifast made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6821 holding.
UBS Group first reported a position in Medifast in Q4 2014 and has held it in 46 quarters since.
UBS Group's Medifast position peaked at $6.49M in Q2 2023.
111 funds tracked by Wall St. Rank held Medifast as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.