Position in MMSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,885,007
+$1,498,379 QoQ
Shares Held
27,185
+384.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 404 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in MMSI Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $113,783,581 across 21 Medical Instruments & Supplies names. MMSI ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
173,479 | $68,989,128 | |
| 2 | BDX |
Becton Dickinson & Co
|
80,674 | $12,208,396 | |
| 3 | RMD |
Resmed Inc
|
49,056 | $9,560,033 | |
| 4 | ALGN |
Align Technology Inc
|
15,644 | $2,638,517 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
7,305 | $2,622,495 | |
| 6 | SOLV |
Solventum Corp
|
29,941 | $2,309,948 | |
| 7 | COO |
Cooper Companies, Inc.
|
29,189 | $2,093,143 | |
| 8 | MMSI |
Merit Medical Systems Inc
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|
27,185 | $1,885,007 |
All Filings in MMSI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,885,007 | 27,185 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $386,628 | 5,609 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $441,405 | 5,008 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $325,096 | 3,906 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $331,667 | 3,548 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $422,945 | 4,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $706,152 | 7,301 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $735,295 | 7,440 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $623,395 | 7,253 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $524,720 | 6,927 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,513,730 | 19,928 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,760,493 | 25,507 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,533,204 | 18,331 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $286,260 | 3,871 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $248,088 | 3,513 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $204,227 | 3,614 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $212,955 | 3,924 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $285,636 | 4,294 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $226,958 | 3,643 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $263,865 | 3,675 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $260,709 | 4,032 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $341,675 | 5,706 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $235,473 | 4,242 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $238,728 | 5,488 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $293,346 | 6,426 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $380,093 | 12,163 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||