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Stonehaven Wealth & Tax Solutions’s Medpace MEDP Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$226K Buy
+426
New +$197K 0.18% 81
2026
Q1 		– Sell
-565
Closed -$317K – 93
2025
Q4 		$317K Buy
+565
New +$321K 0.29% 55

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

Stonehaven Wealth & Tax Solutions's MEDP Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in Medpace (MEDP) in Q2 2026: 426 shares worth $226K. The stake represents 0.18% of the portfolio and ranks #81 among its holdings. This is a return to the name: Stonehaven Wealth & Tax Solutions previously reported a position in MEDP as recently as Q4 2025.

Stonehaven Wealth & Tax Solutions first reported a position in MEDP in Q4 2025 and has held it in 2 quarters since. The position peaked at $317K in Q4 2025. 697 funds tracked by Wall St. Rank hold MEDP as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 426 shares of Medpace worth $226K as of Q2 2026.
  • Medpace was a new Stonehaven Wealth & Tax Solutions position in Q2 2026.
  • Medpace made up 0.18% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #81 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Medpace in Q4 2025 and has held it in 2 quarters since.
  • Stonehaven Wealth & Tax Solutions's Medpace position peaked at $317K in Q4 2025.
  • 697 funds tracked by Wall St. Rank held Medpace as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.