JA
MDLN

John Armitage’s Medline Inc MDLN Stock Holding History

John Armitage’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 		$650M Buy
16,470,884
+12,105,082
+277% +$488M 6.28% 7
2026
Q1 		$194M Buy
+4,365,802
New +$193M 2.16% 17

Other funds holding MDLN

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 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
LPC
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

John Armitage's MDLN Position: Q2 2026 in Review

John Armitage increased its Medline Inc (MDLN) stake by 277% in Q2 2026, buying an estimated $488M and bringing the position to 16,470,884 shares worth $650M. The position accounts for 6.28% of the portfolio, ranked #7.

John Armitage first reported a position in MDLN in Q1 2026 and has held it in 2 quarters since. 405 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

  • John Armitage held 16,470,884 shares of Medline Inc worth $650M as of Q2 2026.
  • John Armitage bought 12,105,082 Medline Inc shares in Q2 2026, an estimated $488M.
  • Medline Inc made up 6.28% of John Armitage's portfolio in Q2 2026, its #7 holding.
  • John Armitage first reported a position in Medline Inc in Q1 2026 and has held it in 2 quarters since.
  • 405 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.