VFIC
MEDS

Valley Forge Investment Consultants’s DataMeds AI MEDS Stock Holding History

Valley Forge Investment Consultants’s Portfolio MEDS Stock Details MEDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-460
Closed -$2.22K – 90
2026
Q1 		$2.22K Hold
460
– – ﹤0.01% 83
2025
Q4 		$9.18K Hold
460
– – ﹤0.01% 80
2025
Q3 		$20.4K Hold
460
– – 0.01% 84
2025
Q2 		$22.3K Hold
460
– – 0.01% 89
2025
Q1 		$99.3K Buy
+460
New +$77.6K 0.04% 75

Other funds holding MEDS

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Valley Forge Investment Consultants's MEDS Position: Q2 2026 in Review

Valley Forge Investment Consultants sold out of DataMeds AI (MEDS) in Q2 2026, closing a stake of 460 shares — an estimated $2.22K sold.

Valley Forge Investment Consultants first reported a position in MEDS in Q1 2025 and held it in 5 quarters. The position peaked at $99.3K in Q1 2025. 9 funds tracked by Wall St. Rank hold MEDS as of Q2 2026.

  • Valley Forge Investment Consultants reported no remaining DataMeds AI position as of Q2 2026 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 460 DataMeds AI shares in Q2 2026, an estimated $2.22K.
  • Valley Forge Investment Consultants first reported a position in DataMeds AI in Q1 2025 and held it in 5 quarters.
  • Valley Forge Investment Consultants's DataMeds AI position peaked at $99.3K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held DataMeds AI as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.