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TrueWealth Advisors, LLC → MDLN

TrueWealth Advisors, LLC MDLN Position History

Medline Inc. • Healthcare

Quarters held
1
Latest value
$591K
Q3 2026
Peak value
$591K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$591K17.0K——

Other funds holding MDLN

Carlyle Group Inc.
$9B
Carlyle Group Inc.
$8.3B
Carlyle Group Inc.
$7.4B
Blackstone Inc.
$6B
Blackstone Inc.
$5.5B
Blackstone Inc.
$4B
LONE PINE CAPITAL LLC
$827M
VANGUARD GROUP INC
$735.9M

Other TrueWealth Advisors, LLC positions

FIS

FIDELITY MERRIMACK STR TR

$28M
FIS

FIDELITY MERRIMACK STR TR

$27.6M
SPY

STATE STR SPDR S&P 500 ETF T

$25.7M
SPY

SPDR S&P 500 ETF TR

$23.4M
SPY

SPDR S&P 500 ETF TR

$23.2M
SPY

STATE STR SPDR S&P 500 ETF T

$22.5M
COF-PN

CAPITAL GRP FIXED INCM ETF T

$22.2M
COF-PN

CAPITAL GRP FIXED INCM ETF T

$21.8M