Position in MMSI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$239,569
+$12,790 QoQ
Shares Held
3,455
+5.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#265
of 402 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MMSI Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,248,918 across 6 Medical Instruments & Supplies names. MMSI ranks #6 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,857 | $738,491 | |
| 2 | LMAT |
Lemaitre Vascular Inc
|
3,821 | $366,663 | |
| 3 | BDX |
Becton Dickinson & Co
|
2,262 | $342,308 | |
| 4 | BAX |
Baxter International Inc
|
14,795 | $315,429 | |
| 5 | ALC |
Alcon Inc
|
3,673 | $246,458 | |
| 6 | MMSI |
Merit Medical Systems Inc
This page
|
3,455 | $239,569 |
All Filings in MMSI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,569 | 3,455 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $226,779 | 3,290 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $262,216 | 2,975 | Shares | Defined | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||