EVERGREEN CAPITAL MANAGEMENT LLC
Position in MMSI — Merit Medical Systems Inc
CIK 1260824
Bellevue, WA
Position in MMSI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,133,917
+$707,172 QoQ
Shares Held
16,353
+164.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#169
of 402 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MMSI Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $10,734,687 across 15 Medical Instruments & Supplies names. MMSI ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
6,379 | $2,536,799 | |
| 2 | ATR |
Aptargroup, Inc.
|
9,238 | $1,156,597 | |
| 3 | MMSI |
Merit Medical Systems Inc
This page
|
16,353 | $1,133,917 | |
| 4 | BDX |
Becton Dickinson & Co
|
5,837 | $883,312 | |
| 5 | RMD |
Resmed Inc
|
4,477 | $872,476 | |
| 6 | ALC |
Alcon Inc
|
10,486 | $703,610 | |
| 7 | SOLV |
Solventum Corp
|
6,539 | $504,483 | |
| 8 | AVTR |
Avantor, Inc.
|
48,885 | $483,961 |
All Filings in MMSI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,133,917 | 16,353 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $426,745 | 6,191 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $450,483 | 5,111 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $499,962 | 6,007 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $403,179 | 4,313 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $487,957 | 4,616 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $436,013 | 4,508 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $430,701 | 4,358 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $340,791 | 3,965 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $264,822 | 3,496 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $254,769 | 3,354 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $248,817 | 3,605 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $304,449 | 3,640 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $242,703 | 3,282 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $212,989 | 3,016 | Shares | Other | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||