Sowell Financial Services LLC

Position in MMSI — Merit Medical Systems Inc

CIK 1633697 NORTH LITTLE ROCK, AR

Position in MMSI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$307,176

-$1,561 QoQ

Shares Held

4,430

-1.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#243

of 402 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Sowell Financial Services LLC holds $3,481,774 across 5 Medical Instruments & Supplies names. MMSI ranks #3 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ISRG	Intuitive Surgical Inc	4,244	$1,687,753
2	BAX	Baxter International Inc	44,398	$946,565
3	MMSI	Merit Medical Systems Inc This page	4,430	$307,176
4	BDX	Becton Dickinson & Co	1,962	$296,909
5	ALC	Alcon Inc	3,627	$243,371

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,176	4,430	-1.1%	Shares	Sole	2026-07-20
2026-03-31	$308,737	4,479	+0.8%	Shares	Sole	2026-04-20
2025-12-31	$391,517	4,442	+2.0%	Shares	Sole	2026-01-21
2025-09-30	$362,466	4,355	+4.2%	Shares	Sole	2025-10-17
2025-06-30	$390,839	4,181	+1.8%	Shares	Sole	2025-07-14
2025-03-31	$434,256	4,108	—	Shares	Sole	2025-04-17
No filing history on record for this holder in this stock.