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Atria Wealth Solutions’s Medpace MEDP Stock Holding History

Atria Wealth Solutions’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
Q2 		$937K Sell
2,984
-454
-13% -$136K 0.02% 664
2025
Q1 		$1.05M Sell
3,438
-129
-4% -$43.4K 0.01% 867
2024
Q4 		$1.19M Sell
3,567
-279
-7% -$94.6K 0.01% 862
2024
Q3 		$1.28M Sell
3,846
-2,557
-40% -$971K 0.01% 824
2024
Q2 		$2.64M Buy
6,403
+1,089
+20% +$431K 0.03% 541
2024
Q1 		$2.15M Sell
5,314
-40
-0.7% -$14.1K 0.02% 611
2023
Q4 		$1.64M Buy
5,354
+785
+17% +$212K 0.02% 669
2023
Q3 		$1.11M Buy
4,569
+480
+12% +$123K 0.02% 765
2023
Q2 		$982K Sell
4,089
-1,280
-24% -$266K 0.01% 837
2023
Q1 		$1.01M Sell
5,369
-3,189
-37% -$660K 0.01% 793
2022
Q4 		$1.82M Sell
8,558
-1,605
-16% -$321K 0.03% 551
2022
Q3 		$1.6M Buy
+10,163
New +$1.62M 0.03% 558

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Vanguard Group
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WA
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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return