Clio Asset Management
MDLN icon

Clio Asset Management’s Medline Inc MDLN Stock Holding History

Clio Asset Management’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
Q3 		$6.82M Buy
196,443
+39,272
+25% +$1.44M 5.73% 8
2026
Q2 		$6.2M Buy
157,171
+66,012
+72% +$2.66M 4.93% 11
2026
Q1 		$4.06M Buy
+91,159
New +$4.02M 3.4% 12

Other funds holding MDLN

Carlyle Group
Carlyle Group Washington, District of Columbia $8.36B AUM 14.46% 1-Year Est. Return
H&F Corporate Investors X
H&F Corporate Investors X San Francisco, California $2.46B AUM 15.37% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Clio Asset Management's MDLN Position: Q3 2026 in Review

Clio Asset Management increased its Medline Inc (MDLN) stake by 25% in Q3 2026, buying an estimated $1.44M and bringing the position to 196,443 shares worth $6.82M. The position accounts for 5.73% of the portfolio, ranked #8.

Clio Asset Management first reported a position in MDLN in Q1 2026 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold MDLN as of Q3 2026.

  • Clio Asset Management held 196,443 shares of Medline Inc worth $6.82M as of Q3 2026.
  • Clio Asset Management bought 39,272 Medline Inc shares in Q3 2026, an estimated $1.44M.
  • Medline Inc made up 5.73% of Clio Asset Management's portfolio in Q3 2026, its #8 holding.
  • Clio Asset Management first reported a position in Medline Inc in Q1 2026 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held Medline Inc as of Q3 2026.

Based on Clio Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.