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Dakota Wealth Management’s Medpace MEDP Stock Holding History

Dakota 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
2026
Q2 		$1.33M Sell
2,506
-119
-5% -$54.9K 0.03% 384
2026
Q1 		$1.26M Buy
2,625
+971
+59% +$497K 0.03% 362
2025
Q4 		$929K Buy
1,654
+541
+49% +$307K 0.02% 421
2025
Q3 		$572K Sell
1,113
-743
-40% -$324K 0.01% 455
2025
Q2 		$583K Sell
1,856
-259
-12% -$77.8K 0.01% 495
2025
Q1 		$644K Buy
2,115
+1,383
+189% +$465K 0.02% 464
2024
Q4 		$243K Sell
732
-522
-42% -$177K 0.01% 671
2024
Q3 		$418K Sell
1,254
-9,154
-88% -$3.48M 0.01% 532
2024
Q2 		$4.29M Buy
10,408
+3,161
+44% +$1.25M 0.1% 173
2024
Q1 		$2.93M Buy
7,247
+97
+1% +$34.1K 0.07% 219
2023
Q4 		$2.19M Buy
7,150
+4,251
+147% +$1.15M 0.09% 213
2023
Q3 		$702K Buy
2,899
+8
+0.3% +$2.05K 0.03% 339
2023
Q2 		$694K Sell
2,891
-142
-5% -$29.5K 0.03% 319
2023
Q1 		$570K Buy
3,033
+1,243
+69% +$257K 0.04% 340
2022
Q4 		$380K Buy
+1,790
New +$358K 0.03% 405

Other funds holding MEDP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Dakota Wealth Management's MEDP Position: Q2 2026 in Review

Dakota Wealth Management reduced its Medpace (MEDP) stake by 4.5% in Q2 2026, selling an estimated $54.9K and leaving 2,506 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #384.

Dakota Wealth Management first reported a position in MEDP in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.29M in Q2 2024. 697 funds tracked by Wall St. Rank hold MEDP as of Q2 2026.

  • Dakota Wealth Management held 2,506 shares of Medpace worth $1.33M as of Q2 2026.
  • Dakota Wealth Management sold 119 Medpace shares in Q2 2026, an estimated $54.9K.
  • Medpace made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #384 holding.
  • Dakota Wealth Management first reported a position in Medpace in Q4 2022 and has held it in 15 quarters since.
  • Dakota Wealth Management's Medpace position peaked at $4.29M in Q2 2024.
  • 697 funds tracked by Wall St. Rank held Medpace as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.