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

Other funds holding MEDP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Atria Wealth Solutions's MEDP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Medpace (MEDP) stake by 13% in Q2 2025, selling an estimated $136K and leaving 2,984 shares worth $937K. The position accounts for 0.02% of the portfolio, ranked #664.

Atria Wealth Solutions first reported a position in MEDP in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.64M in Q2 2024. 602 funds tracked by Wall St. Rank hold MEDP as of Q2 2025.

Atria Wealth Solutions held 2,984 shares of Medpace worth $937K as of Q2 2025.
Atria Wealth Solutions sold 454 Medpace shares in Q2 2025, an estimated $136K.
Medpace made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #664 holding.
Atria Wealth Solutions first reported a position in Medpace in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's Medpace position peaked at $2.64M in Q2 2024.
602 funds tracked by Wall St. Rank held Medpace as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.