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J. Safra Asset Management’s Medline Inc MDLN Stock Holding History

J. Safra Asset Management’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
-45
-18% -$1.81K ﹤0.01% 423
2026
Q1 		$11.4K Buy
+257
New +$11.3K ﹤0.01% 362

Other funds holding MDLN

Carlyle Group
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
HFCIX
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

J. Safra Asset Management's MDLN Position: Q2 2026 in Review

J. Safra Asset Management reduced its Medline Inc (MDLN) stake by 18% in Q2 2026, selling an estimated $1.81K and leaving 212 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

J. Safra Asset Management first reported a position in MDLN in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.4K in Q1 2026. 409 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

  • J. Safra Asset Management held 212 shares of Medline Inc worth $8.36K as of Q2 2026.
  • J. Safra Asset Management sold 45 Medline Inc shares in Q2 2026, an estimated $1.81K.
  • Medline Inc made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #423 holding.
  • J. Safra Asset Management first reported a position in Medline Inc in Q1 2026 and has held it in 2 quarters since.
  • J. Safra Asset Management's Medline Inc position peaked at $11.4K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.