Transamerica Financial Advisors, LLC
Position in MMSI — Merit Medical Systems Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in MMSI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$20,385
-$1,672 QoQ
Shares Held
294
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#329
of 402 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMSI Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $4,522,027 across 19 Medical Instruments & Supplies names. MMSI ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
9,267 | $3,685,300 | |
| 2 | BDX |
Becton Dickinson & Co
|
1,418 | $214,585 | |
| 3 | ALC |
Alcon Inc
|
2,971 | $199,354 | |
| 4 | BAX |
Baxter International Inc
|
8,887 | $189,470 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
243 | $87,237 | |
| 6 | MDLN |
Medline Inc.
|
1,482 | $58,450 | |
| 7 | COO |
Cooper Companies, Inc.
|
286 | $20,509 | |
| 8 | MMSI |
Merit Medical Systems Inc
This page
|
294 | $20,385 |
All Filings in MMSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,385 | 294 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $22,057 | 320 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,390 | 220 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,813 | 190 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||