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 Q1	–	Sell	-250	Closed	-$10.5K	–	849
2025 Q4	$10.5K	Buy	+250	New	+$10.6K	﹤0.01%	529

Other funds holding MDLN

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

HFCIX

H&F Corporate Investors X San Francisco, California $3.85B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Concord Wealth Partners's MDLN Position: Q1 2026 in Review

Concord Wealth Partners sold out of Medline Inc (MDLN) in Q1 2026, closing a stake of 250 shares — an estimated $10.5K sold.

Concord Wealth Partners first reported a position in MDLN in Q4 2025 and held it in 1 quarter. The position peaked at $10.5K in Q4 2025. 314 funds tracked by Wall St. Rank hold MDLN as of Q1 2026.

Concord Wealth Partners reported no remaining Medline Inc position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 250 Medline Inc shares in Q1 2026, an estimated $10.5K.
Concord Wealth Partners first reported a position in Medline Inc in Q4 2025 and held it in 1 quarter.
Concord Wealth Partners's Medline Inc position peaked at $10.5K in Q4 2025.
314 funds tracked by Wall St. Rank held Medline Inc as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.