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Sendero Wealth Management’s Medline Inc MDLN Stock Holding History

Sendero 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
Q3 		$244K Buy
+7,029
New +$257K 0.02% 193

Other funds holding MDLN

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CAM
Clio Asset Management Charlottesville, Virginia $119M AUM 1.1% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sendero Wealth Management's MDLN Position: Q3 2026 in Review

Sendero Wealth Management opened a new position in Medline Inc (MDLN) in Q3 2026: 7,029 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #193 among its holdings.

18 funds tracked by Wall St. Rank hold MDLN as of Q3 2026.

  • Sendero Wealth Management held 7,029 shares of Medline Inc worth $244K as of Q3 2026.
  • Medline Inc was a new Sendero Wealth Management position in Q3 2026.
  • Medline Inc made up 0.02% of Sendero Wealth Management's portfolio in Q3 2026, its #193 holding.
  • 18 funds tracked by Wall St. Rank held Medline Inc as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.