Essential Partners’s Medline Inc MDLN Stock Holding History

Essential 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	-4	Closed	-$158	–	3036
2026 Q2	$158	Buy	+4	New	+$161	﹤0.01%	2680

Other funds holding MDLN

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CAM

Clio Asset Management Charlottesville, Virginia $119M AUM 1.1% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

Essential Partners's MDLN Position: Q3 2026 in Review

Essential Partners sold out of Medline Inc (MDLN) in Q3 2026, closing a stake of 4 shares — an estimated $158 sold.

Essential Partners first reported a position in MDLN in Q2 2026 and held it in 1 quarter. The position peaked at $158 in Q2 2026. 24 funds tracked by Wall St. Rank hold MDLN as of Q3 2026.

Essential Partners reported no remaining Medline Inc position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 4 Medline Inc shares in Q3 2026, an estimated $158.
Essential Partners first reported a position in Medline Inc in Q2 2026 and held it in 1 quarter.
Essential Partners's Medline Inc position peaked at $158 in Q2 2026.
24 funds tracked by Wall St. Rank held Medline Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.