Retirement Wealth Solutions LLC
PensionPosition in MMSI — Merit Medical Systems Inc
CIK 2044741
MARSHFIELD, WI
Position in MMSI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,773
+$1,671 QoQ
Shares Held
40
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#367
of 402 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $32,164 across 9 Medical Instruments & Supplies names. MMSI ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMAT |
Lemaitre Vascular Inc
|
224 | $21,495 | |
| 2 | RGEN |
Repligen Corp
|
22 | $3,001 | |
| 3 | MMSI |
Merit Medical Systems Inc
This page
|
40 | $2,773 | |
| 4 | NVST |
Envista Holdings Corp
|
50 | $1,317 | |
| 5 | TFX |
Teleflex Inc
|
10 | $1,267 | |
| 6 | ALGN |
Align Technology Inc
|
7 | $1,180 | |
| 7 | AZTA |
Azenta, Inc.
|
19 | $484 | |
| 8 | BDX |
Becton Dickinson & Co
|
3 | $453 |
All Filings in MMSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,773 | 40 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,102 | 16 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,230 | 48 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,079 | 37 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||