Annex Advisory Services
MEDP icon

Annex Advisory Services’s Medpace MEDP Stock Holding History

Annex Advisory Services’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
2026
Q3 		$1.68M Sell
2,689
-254
-9% -$149K 0.03% 171
2026
Q2 		$1.56M Sell
2,943
-91,713
-97% -$42.3M 0.03% 172
2026
Q1 		$45.5M Buy
94,656
+2,963
+3% +$1.52M 0.85% 34
2025
Q4 		$51.5M Sell
91,693
-9,992
-10% -$5.67M 0.98% 34
2025
Q3 		$52.3M Buy
101,685
+6,264
+7% +$2.73M 1.11% 28
2025
Q2 		$29.9M Sell
95,421
-3,769
-4% -$1.13M 0.72% 40
2025
Q1 		$30.2M Buy
99,190
+12,045
+14% +$4.05M 0.86% 33
2024
Q4 		$29M Buy
87,145
+13,710
+19% +$4.65M 0.87% 25
2024
Q3 		$24.5M Buy
73,435
+10,813
+17% +$4.11M 0.78% 30
2024
Q2 		$25.8M Buy
62,622
+21,184
+51% +$8.39M 0.91% 20
2024
Q1 		$16.7M Buy
41,438
+3,286
+9% +$1.16M 0.59% 38
2023
Q4 		$11.7M Buy
38,152
+4,651
+14% +$1.26M 0.49% 45
2023
Q3 		$8.11M Buy
33,501
+6,143
+22% +$1.57M 0.49% 49
2023
Q2 		$6.57M Buy
+27,358
New +$5.68M 0.36% 54

Other funds holding MEDP

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Annex Advisory Services's MEDP Position: Q3 2026 in Review

Annex Advisory Services reduced its Medpace (MEDP) stake by 8.6% in Q3 2026, selling an estimated $149K and leaving 2,689 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #171.

Annex Advisory Services first reported a position in MEDP in Q2 2023 and has held it in 14 quarters since. The position peaked at $52.3M in Q3 2025. 146 funds tracked by Wall St. Rank hold MEDP as of Q3 2026.

  • Annex Advisory Services held 2,689 shares of Medpace worth $1.68M as of Q3 2026.
  • Annex Advisory Services sold 254 Medpace shares in Q3 2026, an estimated $149K.
  • Medpace made up 0.03% of Annex Advisory Services's portfolio in Q3 2026, its #171 holding.
  • Annex Advisory Services first reported a position in Medpace in Q2 2023 and has held it in 14 quarters since.
  • Annex Advisory Services's Medpace position peaked at $52.3M in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Medpace as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.