WIM
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Westside Investment Management’s Medifast MED Stock Holding History

Westside Investment Management’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
-90
Closed -$1.23K – 1531
2025
Q3 		$1.23K Hold
90
– – ﹤0.01% 1334
2025
Q2 		$1.26K Hold
90
– – ﹤0.01% 1230
2025
Q1 		$1.21K Hold
90
– – ﹤0.01% 923
2024
Q4 		$1.59K Hold
90
– – ﹤0.01% 919
2024
Q3 		$1.72K Buy
+90
New +$1.73K ﹤0.01% 916

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

Westside Investment Management's MED Position: Q4 2025 in Review

Westside Investment Management sold out of Medifast (MED) in Q4 2025, closing a stake of 90 shares — an estimated $1.23K sold.

Westside Investment Management first reported a position in MED in Q3 2024 and held it in 5 quarters. The position peaked at $1.72K in Q3 2024. 109 funds tracked by Wall St. Rank hold MED as of Q4 2025.

  • Westside Investment Management reported no remaining Medifast position as of Q4 2025 after selling out during the quarter.
  • Westside Investment Management sold 90 Medifast shares in Q4 2025, an estimated $1.23K.
  • Westside Investment Management first reported a position in Medifast in Q3 2024 and held it in 5 quarters.
  • Westside Investment Management's Medifast position peaked at $1.72K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held Medifast as of Q4 2025.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.