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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
Q1 		– Sell
-565
Closed -$317K – 93
2025
Q4 		$317K Buy
+565
New +$321K 0.29% 55

Other funds holding MEDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's MEDP Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of Medpace (MEDP) in Q1 2026, closing a stake of 565 shares — an estimated $317K sold.

Stonehaven Wealth & Tax Solutions first reported a position in MEDP in Q4 2025 and held it in 1 quarter. The position peaked at $317K in Q4 2025. 729 funds tracked by Wall St. Rank hold MEDP as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions reported no remaining Medpace position as of Q1 2026 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 565 Medpace shares in Q1 2026, an estimated $317K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Medpace in Q4 2025 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Medpace position peaked at $317K in Q4 2025.
  • 729 funds tracked by Wall St. Rank held Medpace as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.