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MDLN icon

TrueWealth Advisors’s Medline Inc MDLN Stock Holding History

TrueWealth Advisors’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 		$591K Buy
+17,040
New +$623K 0.13% 135

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
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
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

TrueWealth Advisors's MDLN Position: Q3 2026 in Review

TrueWealth Advisors opened a new position in Medline Inc (MDLN) in Q3 2026: 17,040 shares worth $591K. The stake represents 0.13% of the portfolio and ranks #135 among its holdings.

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

  • TrueWealth Advisors held 17,040 shares of Medline Inc worth $591K as of Q3 2026.
  • Medline Inc was a new TrueWealth Advisors position in Q3 2026.
  • Medline Inc made up 0.13% of TrueWealth Advisors's portfolio in Q3 2026, its #135 holding.
  • 18 funds tracked by Wall St. Rank held Medline Inc as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.