Position in MMSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,188,749
+$5,010,659 QoQ
Shares Held
146,939
+95.6% QoQ
Ownership
0.246%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#71
of 405 holders
Holding Since
Jun 2021
18 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, 2026Creative Planning holds $195,883,119 across 27 Medical Instruments & Supplies names. MMSI ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
137,514 | $54,686,566 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
90,518 | $32,495,962 | |
| 3 | BDX |
Becton Dickinson & Co
|
134,462 | $20,348,133 | |
| 4 | ALGN |
Align Technology Inc
|
69,292 | $11,686,787 | |
| 5 | MMSI |
Merit Medical Systems Inc
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|
146,939 | $10,188,749 | |
| 6 | RMD |
Resmed Inc
|
49,217 | $9,591,408 | |
| 7 | COO |
Cooper Companies, Inc.
|
127,408 | $9,136,427 | |
| 8 | ALC |
Alcon Inc
|
132,357 | $8,881,154 |
All Filings in MMSI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,188,749 | 146,939 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||