Position in MMSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,942,559
+$733,183 QoQ
Shares Held
28,015
+59.7% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#133
of 402 holders
Holding Since
Jun 2023
12 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, 2026CreativeOne Wealth, LLC holds $3,753,804 across 3 Medical Instruments & Supplies names. MMSI ranks #1 (51.7% of the industry book) .
All Filings in MMSI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,942,559 | 28,015 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,209,376 | 17,545 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,318,573 | 14,960 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,139,584 | 13,692 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,583,177 | 16,936 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,214,940 | 20,953 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,492,678 | 15,433 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $525,775 | 5,320 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $344,917 | 4,013 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $303,227 | 4,003 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $272,016 | 3,628 | Shares | Other | 2024-02-09 | |
| 2023-06-30 | $520,324 | 6,221 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||