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Optimum Investment Advisors’s Medpace MEDP Stock Holding History

Optimum Investment 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
2025
Q3 		$540K Hold
1,050
– – 0.21% 88
2025
Q2 		$330K Hold
1,050
– – 0.14% 133
2025
Q1 		$320K Hold
1,050
– – 0.15% 129
2024
Q4 		$349K Hold
1,050
– – 0.15% 125
2024
Q3 		$350K Hold
1,050
– – 0.15% 133
2024
Q2 		$432K Hold
1,050
– – 0.19% 111
2024
Q1 		$424K Hold
1,050
– – 0.19% 107
2023
Q4 		$322K Hold
1,050
– – 0.16% 136
2023
Q3 		$254K Hold
1,050
– – 0.13% 158
2023
Q2 		$252K Hold
1,050
– – 0.12% 159
2023
Q1 		$197K Hold
1,050
– – 0.1% 180
2022
Q4 		$223K Hold
1,050
– – 0.12% 175
2022
Q3 		$165K Hold
1,050
– – 0.09% 202
2022
Q2 		$157K Hold
1,050
– – 0.08% 217
2022
Q1 		$172K Sell
1,050
-191
-15% -$31.5K 0.07% 233
2021
Q4 		$270K Hold
1,241
– – 0.11% 182
2021
Q3 		$235K Sell
1,241
-2,200
-64% -$401K 0.1% 194
2021
Q2 		$608K Sell
3,441
-3,900
-53% -$673K 0.19% 113
2021
Q1 		$1.2M Sell
7,341
-259
-3% -$39.6K 0.35% 62
2020
Q4 		$1.06M Hold
7,600
– – 0.32% 72
2020
Q3 		$849K Hold
7,600
– – 0.28% 78
2020
Q2 		$707K Buy
7,600
+1,400
+23% +$119K 0.25% 90
2020
Q1 		$455K Buy
6,200
+200
+3% +$17.4K 0.19% 131
2019
Q4 		$504K Hold
6,000
– – 0.15% 160
2019
Q3 		$504K Sell
6,000
-1,600
-21% -$121K 0.16% 154
2019
Q2 		$497K Sell
7,600
-200
-3% -$11.5K 0.16% 152
2019
Q1 		$460K Buy
+7,800
New +$466K 0.15% 158

Other funds holding MEDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's MEDP Position: Q3 2025 in Review

Optimum Investment Advisors held its Medpace (MEDP) position steady in Q3 2025 at 1,050 shares worth $540K. The position accounts for 0.21% of the portfolio, ranked #88.

Optimum Investment Advisors first reported a position in MEDP in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q1 2021. 672 funds tracked by Wall St. Rank hold MEDP as of Q3 2025.

  • Optimum Investment Advisors held 1,050 shares of Medpace worth $540K as of Q3 2025.
  • Optimum Investment Advisors left its Medpace share count unchanged in Q3 2025.
  • Medpace made up 0.21% of Optimum Investment Advisors's portfolio in Q3 2025, its #88 holding.
  • Optimum Investment Advisors first reported a position in Medpace in Q1 2019 and has held it in 27 quarters since.
  • Optimum Investment Advisors's Medpace position peaked at $1.2M in Q1 2021.
  • 672 funds tracked by Wall St. Rank held Medpace as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.