Position in MED
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$532,865
+$391,907 QoQ
Shares Held
50,223
+263.1% QoQ
Ownership
0.449%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 112 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MED Over Time
Shares Held
Position Value (USD)
Derivatives in MED
reported options exposure · as of Jun 30, 2020CallValue
$2,983,555
CallShares
21,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026UBS Group AG holds $226,971,913 across 12 Personal Services names. MED ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
1,820,770 | $75,998,938 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
755,359 | $53,539,843 | |
| 3 | SCI |
Service Corp International
|
543,699 | $41,299,375 | |
| 4 | HRB |
H&R Block Inc
|
908,285 | $34,587,492 | |
| 5 | ANDG |
Andersen Group Inc.
|
310,065 | $11,695,650 | |
| 6 | FTDR |
Frontdoor, Inc.
|
109,704 | $8,511,931 | |
| 7 | CSV |
Carriage Services Inc
|
19,949 | $764,844 | |
| 8 | MED |
Medifast Inc
This page
|
50,223 | $532,865 |
All Filings in MED
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,865 | 50,223 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $140,958 | 13,833 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $401,642 | 37,607 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $461,457 | 33,757 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,557,146 | 110,829 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $892,321 | 66,196 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,624,246 | 92,182 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $120,887 | 6,316 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $244,842 | 11,221 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,744,053 | 123,801 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,187,197 | 92,044 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,672,431 | 75,784 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $6,494,975 | 70,475 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $984,553 | 9,497 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,086,712 | 9,421 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $494,337 | 4,562 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $772,763 | 4,281 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,790,720 | 28,052 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,317,665 | 30,166 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,318,042 | 6,842 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,301,758 | 8,134 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,613,008 | 7,615 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,737,961 | 13,945 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,734,454 | 10,547 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,983,555 | 21,500 | Call | Defined | 2020-07-31 | |
| 2020-06-30 | $1,331,497 | 9,595 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $726,749 | 11,628 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||