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WoodTrust Financial’s Medline Inc MDLN Stock Holding History

WoodTrust Financial’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 		– Sell
-14,500
Closed -$572K – 188
2026
Q2 		$572K Buy
+14,500
New +$584K 0.07% 111

Other funds holding MDLN

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CAM
Clio Asset Management Charlottesville, Virginia $119M AUM 1.1% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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

WoodTrust Financial's MDLN Position: Q3 2026 in Review

WoodTrust Financial sold out of Medline Inc (MDLN) in Q3 2026, closing a stake of 14,500 shares — an estimated $572K sold.

WoodTrust Financial first reported a position in MDLN in Q2 2026 and held it in 1 quarter. The position peaked at $572K in Q2 2026. 24 funds tracked by Wall St. Rank hold MDLN as of Q3 2026.

  • WoodTrust Financial reported no remaining Medline Inc position as of Q3 2026 after selling out during the quarter.
  • WoodTrust Financial sold 14,500 Medline Inc shares in Q3 2026, an estimated $572K.
  • WoodTrust Financial first reported a position in Medline Inc in Q2 2026 and held it in 1 quarter.
  • WoodTrust Financial's Medline Inc position peaked at $572K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Medline Inc as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.