Optimize Financial’s Medpace MEDP Stock Holding History

Optimize Financial’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	-884	Closed	-$496K	–	395
2025 Q4	$496K	Buy	884 +12	+1%	+$6.81K	0.25%	128
2025 Q3	$448K	Buy	+872	New	+$381K	0.23%	158

Other funds holding MEDP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Optimize Financial's MEDP Position: Q1 2026 in Review

Optimize Financial sold out of Medpace (MEDP) in Q1 2026, closing a stake of 884 shares — an estimated $496K sold.

Optimize Financial first reported a position in MEDP in Q3 2025 and held it in 2 quarters. The position peaked at $496K in Q4 2025. 729 funds tracked by Wall St. Rank hold MEDP as of Q1 2026.

Optimize Financial reported no remaining Medpace position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 884 Medpace shares in Q1 2026, an estimated $496K.
Optimize Financial first reported a position in Medpace in Q3 2025 and held it in 2 quarters.
Optimize Financial's Medpace position peaked at $496K in Q4 2025.
729 funds tracked by Wall St. Rank held Medpace as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.