Concord Wealth Partners
MDLN icon

Concord Wealth Partners’s Medline Inc MDLN Stock Holding History

Concord Wealth Partners’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 		$8.68K Hold
250
– – ﹤0.01% 568
2026
Q2 		$9.9K Buy
+250
New +$10.1K ﹤0.01% 574
2026
Q1 		– Sell
-250
Closed -$10.5K – 849
2025
Q4 		$10.5K Buy
+250
New +$10.6K ﹤0.01% 529

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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

Concord Wealth Partners's MDLN Position: Q3 2026 in Review

Concord Wealth Partners held its Medline Inc (MDLN) position steady in Q3 2026 at 250 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Concord Wealth Partners first reported a position in MDLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.5K in Q4 2025. 315 funds tracked by Wall St. Rank hold MDLN as of Q3 2026.

  • Concord Wealth Partners held 250 shares of Medline Inc worth $8.68K as of Q3 2026.
  • Concord Wealth Partners left its Medline Inc share count unchanged in Q3 2026.
  • Medline Inc made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #568 holding.
  • Concord Wealth Partners first reported a position in Medline Inc in Q4 2025 and has held it in 3 quarters since.
  • Concord Wealth Partners's Medline Inc position peaked at $10.5K in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Medline Inc as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.