Oakmont Advisory Group, LLC
Position in MMSI — Merit Medical Systems Inc
CIK 2115370
ALBUQUERQUE, NM
Position in MMSI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$398,219
+$69,079 QoQ
Shares Held
5,743
+20.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#223
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, 2026Oakmont Advisory Group, LLC holds $403,307 across 5 Medical Instruments & Supplies names. MMSI ranks #1 (98.7% of the industry book) .
All Filings in MMSI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,219 | 5,743 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $329,140 | 4,775 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $350,356 | 3,975 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||