Whalen Wealth Management Inc.
Position in MMSI — Merit Medical Systems Inc
CIK 1894447
LAS VEGAS, NV
Position in MMSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$571,222
+$167,017 QoQ
Shares Held
8,238
+40.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#206
of 402 holders
Holding Since
Dec 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, 2026Whalen Wealth Management Inc. holds $571,222 across 1 Medical Instruments & Supplies name. MMSI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMSI |
Merit Medical Systems Inc
This page
|
8,238 | $571,222 |
All Filings in MMSI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,222 | 8,238 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $404,205 | 5,864 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $497,991 | 5,650 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $441,202 | 5,301 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $444,497 | 4,755 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $412,163 | 3,899 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $247,119 | 2,555 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||