Pinnacle Wealth Planning Services
MDLN icon

Pinnacle Wealth Planning Services’s Medline Inc MDLN Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.8K Sell
52
-580
-92% -$21.2K ﹤0.01% 2505
2026
Q2 		$24.9K Buy
632
+609
+2,648% +$24.5K ﹤0.01% 1683
2026
Q1 		$1.02K Buy
+23
New +$1.02K ﹤0.01% 2552

Other funds holding MDLN

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Clio Asset Management
Clio Asset Management Charlottesville, Virginia $119M AUM 1.1% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's MDLN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Medline Inc (MDLN) stake by 92% in Q3 2026, selling an estimated $21.2K and leaving 52 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Pinnacle Wealth Planning Services first reported a position in MDLN in Q1 2026 and has held it in 3 quarters since. The position peaked at $24.9K in Q2 2026. 85 funds tracked by Wall St. Rank hold MDLN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 52 shares of Medline Inc worth $1.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 580 Medline Inc shares in Q3 2026, an estimated $21.2K.
  • Medline Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2505 holding.
  • Pinnacle Wealth Planning Services first reported a position in Medline Inc in Q1 2026 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Medline Inc position peaked at $24.9K in Q2 2026.
  • 85 funds tracked by Wall St. Rank held Medline Inc as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.