Position in PLSE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$583,439
+$229,083 QoQ
Shares Held
21,040
+28.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 105 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PLSE Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Creative Planning holds $195,883,119 across 27 Medical Instruments & Supplies names. PLSE ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
137,514 | $54,686,566 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
90,518 | $32,495,962 | |
| 3 | BDX |
Becton Dickinson & Co
|
134,462 | $20,348,133 | |
| 4 | ALGN |
Align Technology Inc
|
69,292 | $11,686,787 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
146,939 | $10,188,749 | |
| 6 | RMD |
Resmed Inc
|
49,217 | $9,591,408 | |
| 7 | COO |
Cooper Companies, Inc.
|
127,408 | $9,136,427 | |
| 8 | ALC |
Alcon Inc
|
132,357 | $8,881,154 |
All Filings in PLSE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,439 | 21,040 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $354,356 | 16,413 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $236,691 | 17,239 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $341,733 | 19,307 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $286,271 | 18,971 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $241,671 | 15,020 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $279,081 | 16,030 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $384,300 | 21,910 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $114,618 | 10,243 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||