PWM
MDLN

Perigon Wealth Management’s Medline Inc MDLN Stock Holding History

Perigon Wealth 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 		– Sell
-5,230
Closed -$233K – 1499
2026
Q1 		$233K Buy
5,230
+205
+4% +$9.05K ﹤0.01% 1133
2025
Q4 		$211K Buy
+5,025
New +$212K ﹤0.01% 1224

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perigon Wealth Management's MDLN Position: Q2 2026 in Review

Perigon Wealth Management sold out of Medline Inc (MDLN) in Q2 2026, closing a stake of 5,230 shares — an estimated $233K sold.

Perigon Wealth Management first reported a position in MDLN in Q4 2025 and held it in 2 quarters. The position peaked at $233K in Q1 2026. 229 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

  • Perigon Wealth Management reported no remaining Medline Inc position as of Q2 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 5,230 Medline Inc shares in Q2 2026, an estimated $233K.
  • Perigon Wealth Management first reported a position in Medline Inc in Q4 2025 and held it in 2 quarters.
  • Perigon Wealth Management's Medline Inc position peaked at $233K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.