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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
Q2 		$273K Buy
+515
New +$238K 0.07% 235
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 $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

Heritage Wealth Management (Ohio)'s MEDP Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Medpace (MEDP) in Q2 2026: 515 shares worth $273K. The stake represents 0.07% of the portfolio and ranks #235 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in MEDP as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in MEDP in Q3 2025 and has held it in 3 quarters since. 697 funds tracked by Wall St. Rank hold MEDP as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 515 shares of Medpace worth $273K as of Q2 2026.
  • Medpace was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Medpace made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #235 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Medpace in Q3 2025 and has held it in 3 quarters since.
  • 697 funds tracked by Wall St. Rank held Medpace as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.