Grant Private Wealth Management Inc MEDP — MEDPACE HLDGS INC

Ownership history in Grant Private Wealth Management Inc  ·  5 quarters on record

AI Ownership Summary

Grant Private Wealth Management Inc reported MEDPACE HLDGS INC (MEDP) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2024 Q4. The latest visible filing shows MEDP at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MEDP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grant Private Wealth Management Inc's position in MEDPACE HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MEDP was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MEDP stock page Grant Private Wealth Management Inc fund profile Grant Private Wealth Management Inc full holdings
How Grant Private Wealth Management Inc held MEDP — position size vs. price
% of Fund (quarterly)    MEDP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 785 — 0% 0.20% $377K 2026-04-14 $520.00
2025 Q4 UNCHANGED — — — 785 — 0% 0.27% $441K 2026-01-05 $586.83
2025 Q3 REDUCED — — — 785 -5 -0.6% 0.25% $404K 2025-10-07 $531.85
2025 Q1 REDUCED 6.0% +3.0% ❌ 790 -50 -6.0% 0.26% $241K 2025-04-17 $296.28
2024 Q4 INITIATED — — — 840 — — 0.30% $279K 2025-02-12 $336.47

🏢 Other funds also holding MEDP

As of 2026 Q1 — sorted by position size

RIVERBRIDGE PARTNERS LLC 3Y 7Y 2.79% WASATCH ADVISORS LP 3Y 7Y 2.47% CABOT WEALTH MANAGEMENT INC 3Y 7Y 1.53% Abacus FCF Advisors LLC 3Y 7Y 1.33% Ausbil Investment Management Ltd 3Y 0.99% Berkeley, Inc 0.93% Annex Advisory Services, LLC 3Y 7Y 0.85% Davidson Capital Management Inc. 3Y 0.81% Lifestyle Asset Management, Inc. 3Y 0.79% Yorktown Management & Research Co Inc 3Y 7Y 0.72%

FAQ About Grant Private Wealth Management Inc and MEDP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grant Private Wealth Management Inc reported owning MEDP?

Grant Private Wealth Management Inc reported MEDP across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MEDP position in Grant Private Wealth Management Inc's portfolio?

The largest reported portfolio weight for MEDP was 0.30% in 2024 Q4.

What is the latest reported MEDP position on this page?

The most recent filing on this page is 2026 Q1, when Grant Private Wealth Management Inc reported 785 shares, equal to 0.20% of portfolio, with an estimated market value of $377K.

What does the chart on this MEDP ownership page compare?

The chart compares Grant Private Wealth Management Inc's quarterly MEDP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Grant Private Wealth Management Inc time their MEDP position?

Based on 13F filing dates vs. subsequent MEDP price moves, Grant Private Wealth Management Inc correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on MEDP relative to SPY over the holding period was +46.8%.

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