Congress Wealth Management’s Medpace MEDP Stock Holding History

Congress 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 Q2	$4.48M	Buy	14,258 +224	+2%	+$67.3K	0.04%	409
2025 Q1	$4.28M	Buy	14,034 +1,746	+14%	+$587K	0.05%	352
2024 Q4	$4.08M	Buy	12,288 +209	+2%	+$70.9K	0.06%	310
2024 Q3	$4.03M	Sell	12,079 -1,514	-11%	-$575K	0.05%	325
2024 Q2	$5.6M	Sell	13,593 -15,159	-53%	-$6M	0.09%	238
2024 Q1	$11.6M	Sell	28,752 -3,663	-11%	-$1.29M	0.2%	149
2023 Q4	$9.94M	Sell	32,415 -4,277	-12%	-$1.15M	0.18%	158
2023 Q3	$8.88M	Buy	36,692 +1,904	+5%	+$487K	0.18%	158
2023 Q2	$8.36M	Buy	34,788 +35	+0.1%	+$7.27K	0.19%	147
2023 Q1	$6.54M	Buy	34,753 +2,002	+6%	+$414K	0.16%	160
2022 Q4	$6.96M	Sell	32,751 -3,208	-9%	-$641K	0.18%	159
2022 Q3	$5.65M	Buy	35,959 +1,425	+4%	+$227K	0.15%	169
2022 Q2	$5.17M	Sell	34,534 -149	-0.4%	-$21.6K	0.13%	179
2022 Q1	$5.67M	Buy	34,683 +1,965	+6%	+$324K	0.12%	189
2021 Q4	$7.12M	Buy	+32,718	New	+$6.85M	0.14%	186

Other funds holding MEDP

BlackRock New York $5.72T AUM 30.48% 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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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 Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return