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UMB Bank’s Medifast MED Stock Holding History

UMB Bank’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
-216
Closed -$2.95K – 2314
2025
Q3 		$2.95K Buy
+216
New +$3.02K ﹤0.01% 1991
2024
Q4 		– Sell
-109
Closed -$2.09K – 2126
2024
Q3 		$2.09K Sell
109
-340
-76% -$6.55K ﹤0.01% 1973
2024
Q2 		$9.8K Buy
+449
New +$12K ﹤0.01% 1272
2023
Q4 		– Sell
-18
Closed -$1.35K – 1684
2023
Q3 		$1.35K Hold
18
– – ﹤0.01% 1567
2023
Q2 		$1.66K Hold
18
– – ﹤0.01% 1535
2023
Q1 		$1.87K Sell
18
-52
-74% -$5.76K ﹤0.01% 1526
2022
Q4 		$8K Hold
70
– – ﹤0.01% 1362
2022
Q3 		$8K Sell
70
-53
-43% -$7.59K ﹤0.01% 1374
2022
Q2 		$22K Hold
123
– – ﹤0.01% 1139
2022
Q1 		$21K Buy
123
+52
+73% +$9.8K ﹤0.01% 1234
2021
Q4 		$15K Buy
+71
New +$14.7K ﹤0.01% 1346

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
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
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

UMB Bank's MED Position: Q4 2025 in Review

UMB Bank sold out of Medifast (MED) in Q4 2025, closing a stake of 216 shares — an estimated $2.95K sold.

UMB Bank first reported a position in MED in Q4 2021 and held it in 11 quarters. The position peaked at $22K in Q2 2022. 109 funds tracked by Wall St. Rank hold MED as of Q4 2025.

  • UMB Bank reported no remaining Medifast position as of Q4 2025 after selling out during the quarter.
  • UMB Bank sold 216 Medifast shares in Q4 2025, an estimated $2.95K.
  • UMB Bank first reported a position in Medifast in Q4 2021 and held it in 11 quarters.
  • UMB Bank's Medifast position peaked at $22K in Q2 2022.
  • 109 funds tracked by Wall St. Rank held Medifast as of Q4 2025.

Based on UMB Bank's 13F filing for Q4 2025, filed 13 Feb 2026.