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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Congress Wealth Management's MEDP Position: Q2 2025 in Review

Congress Wealth Management increased its Medpace (MEDP) stake by 1.6% in Q2 2025, buying an estimated $67.3K and bringing the position to 14,258 shares worth $4.48M. The position accounts for 0.04% of the portfolio, ranked #409.

Congress Wealth Management first reported a position in MEDP in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.6M in Q1 2024. 602 funds tracked by Wall St. Rank hold MEDP as of Q2 2025.

  • Congress Wealth Management held 14,258 shares of Medpace worth $4.48M as of Q2 2025.
  • Congress Wealth Management bought 224 Medpace shares in Q2 2025, an estimated $67.3K.
  • Medpace made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #409 holding.
  • Congress Wealth Management first reported a position in Medpace in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Medpace position peaked at $11.6M in Q1 2024.
  • 602 funds tracked by Wall St. Rank held Medpace as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.