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Heritage Wealth Management (Ohio)’s Medpace MEDP Stock Holding History

Heritage Wealth Management (Ohio)’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
Q1 		– Sell
-415
Closed -$233K – 209
2025
Q4 		$233K Hold
415
– – 0.06% 236
2025
Q3 		$213K Buy
+415
New +$181K 0.06% 232

Other funds holding MEDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s MEDP Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Medpace (MEDP) in Q1 2026, closing a stake of 415 shares — an estimated $233K sold.

Heritage Wealth Management (Ohio) first reported a position in MEDP in Q3 2025 and held it in 2 quarters. The position peaked at $233K in Q4 2025. 729 funds tracked by Wall St. Rank hold MEDP as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Medpace position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 415 Medpace shares in Q1 2026, an estimated $233K.
  • Heritage Wealth Management (Ohio) first reported a position in Medpace in Q3 2025 and held it in 2 quarters.
  • Heritage Wealth Management (Ohio)'s Medpace position peaked at $233K in Q4 2025.
  • 729 funds tracked by Wall St. Rank held Medpace as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.