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AllSquare Wealth Management’s Medpace MEDP Stock Holding History

AllSquare Wealth Management’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$51.4K Hold
100
– – 0.03% 232
2025
Q2 		$31.4K Hold
100
– – 0.02% 267
2025
Q1 		$30.5K Hold
100
– – 0.02% 262
2024
Q4 		$33.2K Buy
100
+25
+33% +$8.48K 0.02% 253
2024
Q3 		$25K Hold
75
– – 0.01% 286
2024
Q2 		$30.9K Buy
75
+25
+50% +$9.9K 0.02% 259
2024
Q1 		$20.2K Hold
50
– – 0.01% 298
2023
Q4 		$15.3K Hold
50
– – 0.01% 327
2023
Q3 		$12.1K Buy
+50
New +$12.8K 0.01% 352

Other funds holding MEDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllSquare Wealth Management's MEDP Position: Q3 2025 in Review

AllSquare Wealth Management held its Medpace (MEDP) position steady in Q3 2025 at 100 shares worth $51.4K. The position accounts for 0.03% of the portfolio, ranked #232.

AllSquare Wealth Management first reported a position in MEDP in Q3 2023 and has held it in 9 quarters since. 672 funds tracked by Wall St. Rank hold MEDP as of Q3 2025.

  • AllSquare Wealth Management held 100 shares of Medpace worth $51.4K as of Q3 2025.
  • AllSquare Wealth Management left its Medpace share count unchanged in Q3 2025.
  • Medpace made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #232 holding.
  • AllSquare Wealth Management first reported a position in Medpace in Q3 2023 and has held it in 9 quarters since.
  • 672 funds tracked by Wall St. Rank held Medpace as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.