EWA
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EverSource Wealth Advisors’s Medpace MEDP Stock Holding History

EverSource Wealth Advisors’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 		$748K Sell
1,413
-307
-18% -$142K 0.03% 425
2026
Q1 		$826K Sell
1,720
-296
-15% -$152K 0.03% 440
2025
Q4 		$1.13M Buy
2,016
+477
+31% +$271K 0.04% 305
2025
Q3 		$791K Buy
1,539
+626
+69% +$273K 0.03% 368
2025
Q2 		$287K Buy
913
+750
+460% +$225K 0.01% 692
2025
Q1 		$49.7K Sell
163
-278
-63% -$93.5K ﹤0.01% 1248
2024
Q4 		$147K Buy
441
+405
+1,125% +$137K 0.01% 779
2024
Q3 		$12K Buy
36
+1
+3% +$380 ﹤0.01% 1758
2024
Q2 		$13.4K Sell
35
-2
-5% -$792 ﹤0.01% 1711
2024
Q1 		$14.4K Buy
37
+11
+42% +$3.87K ﹤0.01% 1524
2023
Q4 		$7.97K Sell
26
-7
-21% -$1.89K ﹤0.01% 1665
2023
Q3 		$7.99K Sell
33
-2
-6% -$512 ﹤0.01% 1510
2023
Q2 		$8.41K Buy
35
+17
+94% +$3.53K ﹤0.01% 1520
2023
Q1 		$3.38K Buy
18
+3
+20% +$620 ﹤0.01% 1766
2022
Q4 		$3.19K Hold
15
– – ﹤0.01% 1764
2022
Q3 		$2K Buy
+15
New +$2.39K ﹤0.01% 1694
2022
Q2 		– Sell
-46
Closed -$8K – 1820
2022
Q1 		$8K Sell
46
-8
-15% -$1.32K ﹤0.01% 1078
2021
Q4 		$12K Buy
+54
New +$11.3K ﹤0.01% 894

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

EverSource Wealth Advisors's MEDP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Medpace (MEDP) stake by 18% in Q2 2026, selling an estimated $142K and leaving 1,413 shares worth $748K. The position accounts for 0.03% of the portfolio, ranked #425.

EverSource Wealth Advisors first reported a position in MEDP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.13M in Q4 2025. 694 funds tracked by Wall St. Rank hold MEDP as of Q2 2026.

  • EverSource Wealth Advisors held 1,413 shares of Medpace worth $748K as of Q2 2026.
  • EverSource Wealth Advisors sold 307 Medpace shares in Q2 2026, an estimated $142K.
  • Medpace made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #425 holding.
  • EverSource Wealth Advisors first reported a position in Medpace in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Medpace position peaked at $1.13M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Medpace as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.