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BFC Planning, Inc.’s Medline Inc MDLN Stock Holding History

BFC Planning, Inc.’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
Q2 		$8.36K Sell
212
-22
-9% -$887 ﹤0.01% 2457
2026
Q1 		$10.4K Buy
234
+51
+28% +$2.25K ﹤0.01% 2030
2025
Q4 		$7.69K Buy
+183
New +$7.73K ﹤0.01% 2176

Other funds holding MDLN

Carlyle Group
Carlyle Group Washington, District of Columbia $8.36B AUM 14.46% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
H&F Corporate Investors X
H&F Corporate Investors X San Francisco, California $2.8B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lone Pine Capital
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BFC Planning, Inc.'s MDLN Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Medline Inc (MDLN) stake by 9.4% in Q2 2026, selling an estimated $887 and leaving 212 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

BFC Planning, Inc. first reported a position in MDLN in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.4K in Q1 2026. 412 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

  • BFC Planning, Inc. held 212 shares of Medline Inc worth $8.36K as of Q2 2026.
  • BFC Planning, Inc. sold 22 Medline Inc shares in Q2 2026, an estimated $887.
  • Medline Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2457 holding.
  • BFC Planning, Inc. first reported a position in Medline Inc in Q4 2025 and has held it in 3 quarters since.
  • BFC Planning, Inc.'s Medline Inc position peaked at $10.4K in Q1 2026.
  • 412 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.