WFA
MDLN

Wellspring Financial Advisors’s Medline Inc MDLN Stock Holding History

Wellspring Financial 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
Q2 		$549K Buy
13,931
+5,140
+58% +$207K 0.04% 158
2026
Q1 		$391K Buy
+8,791
New +$388K 0.03% 185

Other funds holding MDLN

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
CAM
Clio Asset Management Charlottesville, Virginia $126M AUM 16.01% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
PBT
Pictet Bank & Trust Nassau, Bahamas $93.3M AUM 21% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wellspring Financial Advisors's MDLN Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Medline Inc (MDLN) stake by 58% in Q2 2026, buying an estimated $207K and bringing the position to 13,931 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #158.

Wellspring Financial Advisors first reported a position in MDLN in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

  • Wellspring Financial Advisors held 13,931 shares of Medline Inc worth $549K as of Q2 2026.
  • Wellspring Financial Advisors bought 5,140 Medline Inc shares in Q2 2026, an estimated $207K.
  • Medline Inc made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Wellspring Financial Advisors first reported a position in Medline Inc in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.