AssetMark Inc
MDLN icon

AssetMark Inc’s Medline Inc MDLN Stock Holding History

AssetMark Inc’s Portfolio MDLN Stock Details MDLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.5K Sell
975
-423
-30% -$17K ﹤0.01% 1939
2026
Q1 		$62.2K Buy
+1,398
New +$61.7K ﹤0.01% 1682

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HFCIX
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lone Pine Capital
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AssetMark Inc's MDLN Position: Q2 2026 in Review

AssetMark Inc reduced its Medline Inc (MDLN) stake by 30% in Q2 2026, selling an estimated $17K and leaving 975 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

AssetMark Inc first reported a position in MDLN in Q1 2026 and has held it in 2 quarters since. The position peaked at $62.2K in Q1 2026. 409 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

  • AssetMark Inc held 975 shares of Medline Inc worth $38.5K as of Q2 2026.
  • AssetMark Inc sold 423 Medline Inc shares in Q2 2026, an estimated $17K.
  • Medline Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1939 holding.
  • AssetMark Inc first reported a position in Medline Inc in Q1 2026 and has held it in 2 quarters since.
  • AssetMark Inc's Medline Inc position peaked at $62.2K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.