Root Financial Partners
MDLN icon

Root Financial Partners’s Medline Inc MDLN Stock Holding History

Root Financial Partners’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 		$2.92K Buy
+84
New +$3.07K ﹤0.01% 2462
2026
Q2 		– Sell
-37
Closed -$1.65K – 3467
2026
Q1 		$1.65K Buy
+37
New +$1.63K ﹤0.01% 2402

Other funds holding MDLN

Carlyle Group
Carlyle Group Washington, District of Columbia $8.36B AUM 14.46% 1-Year Est. Return
H&F Corporate Investors X
H&F Corporate Investors X San Francisco, California $2.46B AUM 15.37% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Root Financial Partners's MDLN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Medline Inc (MDLN) in Q3 2026: 84 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #2462 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MDLN as recently as Q1 2026.

Root Financial Partners first reported a position in MDLN in Q1 2026 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold MDLN as of Q3 2026.

  • Root Financial Partners held 84 shares of Medline Inc worth $2.92K as of Q3 2026.
  • Medline Inc was a new Root Financial Partners position in Q3 2026.
  • Medline Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2462 holding.
  • Root Financial Partners first reported a position in Medline Inc in Q1 2026 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held Medline Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.