ELEVATION POINT WEALTH PARTNERS, LLC
Position in MMSI — Merit Medical Systems Inc
CIK 1744349
DENVER, CO
Position in MMSI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$376,169
+$22,903 QoQ
Shares Held
5,425
+5.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
of 402 holders
Holding Since
Sep 2024
7 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $5,554,649 across 8 Medical Instruments & Supplies names. MMSI ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
6,761 | $2,688,714 | |
| 2 | COO |
Cooper Companies, Inc.
|
12,839 | $920,684 | |
| 3 | SOLV |
Solventum Corp
|
7,421 | $572,530 | |
| 4 | MMSI |
Merit Medical Systems Inc
This page
|
5,425 | $376,169 | |
| 5 | ALGN |
Align Technology Inc
|
1,541 | $259,905 | |
| 6 | BDX |
Becton Dickinson & Co
|
1,692 | $256,050 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
675 | $242,325 | |
| 8 | ALC |
Alcon Inc
|
3,551 | $238,272 |
All Filings in MMSI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,169 | 5,425 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $353,266 | 5,125 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $211,986 | 2,547 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $339,425 | 3,631 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $423,157 | 4,003 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $303,120 | 3,134 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $309,337 | 3,130 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||