Values First Advisors’s Medifast MED Stock Holding History

Values First Advisors’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 Q2	–	Sell	-64,228	Closed	-$869K	–	190
2025 Q1	$869K	Buy	64,228 +2,340	+4%	+$35.1K	0.51%	55
2024 Q4	$1.09M	Sell	61,888 -2,282	-4%	-$42.3K	0.6%	48
2024 Q3	$1.23M	Sell	64,170 -999	-2%	-$19.3K	0.67%	46
2024 Q2	$1.42M	Buy	65,169 +43,663	+203%	+$1.16M	0.85%	38
2024 Q1	$824K	Buy	21,506 +261	+1%	+$12.6K	0.48%	61
2023 Q4	$1.43M	Sell	21,245 -185	-0.9%	-$12.9K	0.86%	38
2023 Q3	$1.6M	Buy	+21,430	New	+$1.9M	1.04%	30
2023 Q2	–	Sell	-15	Closed	-$1.51K	–	264
2023 Q1	$1.51K	Buy	+15	New	+$1.66K	﹤0.01%	332

Other funds holding MED

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

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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Values First Advisors's MED Position: Q2 2025 in Review

Values First Advisors sold out of Medifast (MED) in Q2 2025, closing a stake of 64,228 shares — an estimated $869K sold.

Values First Advisors first reported a position in MED in Q1 2023 and held it in 8 quarters. The position peaked at $1.6M in Q3 2023. 120 funds tracked by Wall St. Rank hold MED as of Q2 2025.

Values First Advisors reported no remaining Medifast position as of Q2 2025 after selling out during the quarter.
Values First Advisors sold 64,228 Medifast shares in Q2 2025, an estimated $869K.
Values First Advisors first reported a position in Medifast in Q1 2023 and held it in 8 quarters.
Values First Advisors's Medifast position peaked at $1.6M in Q3 2023.
120 funds tracked by Wall St. Rank held Medifast as of Q2 2025.

Based on Values First Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.