Whipplewood Advisors’s Medline Inc MDLN Stock Holding History

Whipplewood 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	–	Sell	-674	Closed	-$30K	–	1069
2026 Q1	$30K	Buy	+674	New	+$29.8K	0.02%	331

Other funds holding MDLN

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 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

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

Whipplewood Advisors's MDLN Position: Q2 2026 in Review

Whipplewood Advisors sold out of Medline Inc (MDLN) in Q2 2026, closing a stake of 674 shares — an estimated $30K sold.

Whipplewood Advisors first reported a position in MDLN in Q1 2026 and held it in 1 quarter. The position peaked at $30K in Q1 2026. 409 funds tracked by Wall St. Rank hold MDLN as of Q2 2026.

Whipplewood Advisors reported no remaining Medline Inc position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 674 Medline Inc shares in Q2 2026, an estimated $30K.
Whipplewood Advisors first reported a position in Medline Inc in Q1 2026 and held it in 1 quarter.
Whipplewood Advisors's Medline Inc position peaked at $30K in Q1 2026.
409 funds tracked by Wall St. Rank held Medline Inc as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.