Cornerstone Financial Management LLC
Position in MMSI — Merit Medical Systems Inc
CIK 2110329
PROVIDENCE, RI
Position in MMSI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,594
+$561 QoQ
Shares Held
23
+53.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#374
of 402 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MMSI Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Cornerstone Financial Management LLC holds $89,341 across 15 Medical Instruments & Supplies names. MMSI ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WST |
West Pharmaceutical Services Inc
|
62 | $22,258 | |
| 2 | ALC |
Alcon Inc
|
315 | $21,136 | |
| 3 | ISRG |
Intuitive Surgical Inc
|
53 | $21,077 | |
| 4 | BDX |
Becton Dickinson & Co
|
58 | $8,777 | |
| 5 | RMD |
Resmed Inc
|
27 | $5,261 | |
| 6 | AVTR |
Avantor, Inc.
|
225 | $2,227 | |
| 7 | MMSI |
Merit Medical Systems Inc
This page
|
23 | $1,594 | |
| 8 | BLFS |
Biolife Solutions Inc
|
56 | $1,581 |
All Filings in MMSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594 | 23 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,033 | 15 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $705 | 8 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||