Heritage Wealth Management, Inc.
Position in MEDP — Medpace Holdings, Inc.
CIK 1944755
CINCINNATI, OH
Position in MEDP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$272,738
+$39,654 QoQ
Shares Held
515
+24.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#494
of 691 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MEDP Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Heritage Wealth Management, Inc. holds $614,164 across 2 Diagnostics & Research names. MEDP ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
|
681 | $341,426 | |
| 2 | MEDP |
Medpace Holdings, Inc.
This page
|
515 | $272,738 |
All Filings in MEDP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,738 | 515 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $233,084 | 415 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $213,376 | 415 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||