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Pinnacle Wealth Planning Services’s Medpace MEDP Stock Holding History

Pinnacle Wealth Planning Services’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 		$16.4K Sell
31
-3
-9% -$1.39K ﹤0.01% 1867
2026
Q1 		$16.3K Buy
34
+4
+13% +$2.05K ﹤0.01% 1796
2025
Q4 		$16.9K Buy
+30
New +$17K ﹤0.01% 1796
2024
Q4 		– Sell
-756
Closed -$252K – 496
2024
Q3 		$252K Sell
756
-1
-0.1% -$380 0.03% 360
2024
Q2 		$312K Hold
757
– – 0.04% 283
2024
Q1 		$306K Sell
757
-3
-0.4% -$1.05K 0.04% 289
2023
Q4 		$233K Buy
+760
New +$205K 0.04% 348
2021
Q1 		– Sell
-52
Closed -$7K – 1288
2020
Q4 		$7K Buy
+52
New +$6.55K ﹤0.01% 1535

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

Pinnacle Wealth Planning Services's MEDP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Medpace (MEDP) stake by 8.8% in Q2 2026, selling an estimated $1.39K and leaving 31 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Pinnacle Wealth Planning Services first reported a position in MEDP in Q4 2020 and has held it in 8 quarters since. The position peaked at $312K in Q2 2024. 695 funds tracked by Wall St. Rank hold MEDP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 31 shares of Medpace worth $16.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 3 Medpace shares in Q2 2026, an estimated $1.39K.
  • Medpace made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1867 holding.
  • Pinnacle Wealth Planning Services first reported a position in Medpace in Q4 2020 and has held it in 8 quarters since.
  • Pinnacle Wealth Planning Services's Medpace position peaked at $312K in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Medpace as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.