SageView Advisory Group, LLC
Position in MMSI — Merit Medical Systems Inc
CIK 1914558
NEWPORT BEACH, CA
Position in MMSI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$453,760
+$102,011 QoQ
Shares Held
6,544
+28.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#215
of 402 holders
Holding Since
Dec 2022
14 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, 2026SageView Advisory Group, LLC holds $1,673,842 across 2 Medical Instruments & Supplies names. MMSI ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
3,068 | $1,220,082 | |
| 2 | MMSI |
Merit Medical Systems Inc
This page
|
6,544 | $453,760 |
All Filings in MMSI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,760 | 6,544 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $351,749 | 5,103 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $452,598 | 5,135 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $430,964 | 5,178 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $480,393 | 5,139 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $535,421 | 5,065 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $475,088 | 4,912 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $476,953 | 4,826 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $300,395 | 3,495 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $247,781 | 3,262 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $307,967 | 4,462 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $370,190 | 4,426 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $295,504 | 3,996 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $275,629 | 3,903 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||