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Root Financial Partners’s Medpace MEDP Stock Holding History

Root Financial Partners’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 		– Sell
-122
Closed -$58.6K – 2046
2026
Q1 		$58.6K Buy
122
+31
+34% +$15.9K ﹤0.01% 808
2025
Q4 		$51.1K Buy
91
+18
+25% +$10.2K ﹤0.01% 702
2025
Q3 		$37.5K Buy
+73
New +$31.9K ﹤0.01% 788

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

Root Financial Partners's MEDP Position: Q2 2026 in Review

Root Financial Partners sold out of Medpace (MEDP) in Q2 2026, closing a stake of 122 shares — an estimated $58.6K sold.

Root Financial Partners first reported a position in MEDP in Q3 2025 and held it in 3 quarters. The position peaked at $58.6K in Q1 2026. 697 funds tracked by Wall St. Rank hold MEDP as of Q2 2026.

  • Root Financial Partners reported no remaining Medpace position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 122 Medpace shares in Q2 2026, an estimated $58.6K.
  • Root Financial Partners first reported a position in Medpace in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Medpace position peaked at $58.6K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Medpace as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.