Position in MMSI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,178,090
+$973,989 QoQ
Shares Held
75,121
+57.5% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 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 Mar 31, 2026Creative Planning holds $168,796,083 across 25 Medical Instruments & Supplies names. MMSI ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
125,675 | $57,934,917 | |
| 2 | BDX |
Becton Dickinson & Co
|
133,511 | $20,991,934 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
83,372 | $20,896,358 | |
| 4 | ALGN |
Align Technology Inc
|
57,442 | $9,847,282 | |
| 5 | RMD |
Resmed Inc
|
38,899 | $8,732,047 | |
| 6 | ALC |
Alcon Inc
|
114,290 | $8,611,751 | |
| 7 | HOLX |
HOLOGIC INC
|
109,718 | $8,293,583 | |
| 8 | COO |
Cooper Companies, Inc.
|
82,915 | $5,928,422 |
All Filings in MMSI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,178,090 | 75,121 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,204,101 | 47,698 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,764,317 | 33,213 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,585,376 | 27,657 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,322,148 | 31,427 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,777,507 | 28,717 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,883,007 | 19,053 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,290,966 | 15,020 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $843,324 | 11,133 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $692,450 | 9,116 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $411,082 | 5,956 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $451,488 | 5,398 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $321,090 | 4,342 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $310,233 | 4,393 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $262,432 | 4,644 | Shares | Sole | 2022-11-03 | |
| 2021-09-30 | $232,416 | 3,237 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $209,433 | 3,239 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||