Medallion Wealth Advisors, LLC
Position in MMSI — Merit Medical Systems Inc
CIK 2131139
FARMINGTON, CT
Position in MMSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,892
New position
Shares Held
633
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#306
of 395 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $942,274 across 11 Medical Instruments & Supplies names. MMSI ranks #2 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
22,709 | $853,248 | |
| 2 | MMSI |
Merit Medical Systems Inc
This page
|
633 | $43,892 | |
| 3 | BDX |
Becton Dickinson & Co
|
137 | $20,732 | |
| 4 | SOLV |
Solventum Corp
|
218 | $16,818 | |
| 5 | BAX |
Baxter International Inc
|
201 | $4,285 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
5 | $1,795 | |
| 7 | ALGN |
Align Technology Inc
|
6 | $1,011 | |
| 8 | COO |
Cooper Companies, Inc.
|
5 | $358 |
All Filings in MMSI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,892 | 633 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||