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True Wealth Design’s Medline Inc MDLN Stock Holding History

True Wealth Design’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 		$486 Sell
14
-22
-61% -$805 ﹤0.01% 2140
2026
Q2 		$1.42K Buy
+36
New +$1.45K ﹤0.01% 1853

Other funds holding MDLN

Douglas Lane & Associates
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
IFM Investors
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
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Gateway Investment Advisers
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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's MDLN Position: Q3 2026 in Review

True Wealth Design reduced its Medline Inc (MDLN) stake by 61% in Q3 2026, selling an estimated $805 and leaving 14 shares worth $486. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

True Wealth Design first reported a position in MDLN in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.42K in Q2 2026. 19 funds tracked by Wall St. Rank hold MDLN as of Q3 2026.

  • True Wealth Design held 14 shares of Medline Inc worth $486 as of Q3 2026.
  • True Wealth Design sold 22 Medline Inc shares in Q3 2026, an estimated $805.
  • Medline Inc made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2140 holding.
  • True Wealth Design first reported a position in Medline Inc in Q2 2026 and has held it in 2 quarters since.
  • True Wealth Design's Medline Inc position peaked at $1.42K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Medline Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.