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 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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Root Financial Partners's MDLN Position: Q2 2026 in Review

Root Financial Partners sold out of Medline Inc (MDLN) in Q2 2026, closing a stake of 37 shares — an estimated $1.65K sold.

Root Financial Partners first reported a position in MDLN in Q1 2026 and held it in 1 quarter. The position peaked at $1.65K in Q1 2026. 407 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

Root Financial Partners reported no remaining Medline Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 37 Medline Inc shares in Q2 2026, an estimated $1.65K.
Root Financial Partners first reported a position in Medline Inc in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Medline Inc position peaked at $1.65K in Q1 2026.
407 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.