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Elevation Wealth Partners’s Medline Inc MDLN Stock Holding History

Elevation 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 		– Sell
-60
Closed -$2.37K – 1424
2026
Q2 		$2.37K Buy
+60
New +$2.42K ﹤0.01% 1174

Other funds holding MDLN

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CAM
Clio Asset Management Charlottesville, Virginia $119M AUM 1.1% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Elevation Wealth Partners sold out of Medline Inc (MDLN) in Q3 2026, closing a stake of 60 shares — an estimated $2.37K sold.

Elevation Wealth Partners first reported a position in MDLN in Q2 2026 and held it in 1 quarter. The position peaked at $2.37K in Q2 2026. 19 funds tracked by Wall St. Rank hold MDLN as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Medline Inc position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 60 Medline Inc shares in Q3 2026, an estimated $2.37K.
  • Elevation Wealth Partners first reported a position in Medline Inc in Q2 2026 and held it in 1 quarter.
  • Elevation Wealth Partners's Medline Inc position peaked at $2.37K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Medline Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.