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Outlook Wealth Advisors’s Medpace MEDP Stock Holding History

Outlook 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
2025
Q3 		– Sell
-1,293
Closed -$406K – 312
2025
Q2 		$406K Sell
1,293
-16
-1% -$4.8K 0.1% 179
2025
Q1 		$399K Buy
1,309
+7
+0.5% +$2.35K 0.11% 179
2024
Q4 		$433K Buy
+1,302
New +$442K 0.12% 157

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

Outlook Wealth Advisors's MEDP Position: Q3 2025 in Review

Outlook Wealth Advisors sold out of Medpace (MEDP) in Q3 2025, closing a stake of 1,293 shares — an estimated $406K sold.

Outlook Wealth Advisors first reported a position in MEDP in Q4 2024 and held it in 3 quarters. The position peaked at $433K in Q4 2024. 672 funds tracked by Wall St. Rank hold MEDP as of Q3 2025.

  • Outlook Wealth Advisors reported no remaining Medpace position as of Q3 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,293 Medpace shares in Q3 2025, an estimated $406K.
  • Outlook Wealth Advisors first reported a position in Medpace in Q4 2024 and held it in 3 quarters.
  • Outlook Wealth Advisors's Medpace position peaked at $433K in Q4 2024.
  • 672 funds tracked by Wall St. Rank held Medpace as of Q3 2025.

Based on Outlook Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.