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Creative Planning MMSI Position History
Merit Medical Systems, Inc. • Healthcare
Quarters held
8
Latest value
$17.9M
Q3 2026
Peak value
$17.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q3 2025 | $52K |
| Q4 2025 | $4.2M |
| Q1 2026 | $5.2M |
| Q2 2026 | $172K |
| Q2 2026 | $10M |
| Q3 2026 | $263K |
| Q3 2026 | $17.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.9M | 207.8K | — | — |
| Q3 2026 | $263K | 3.0K | — | — |
| Q2 2026 | $10M | 144.5K | — | — |
| Q2 2026 | $172K | 2.5K | — | — |
| Q1 2026 | $5.2M | 75.1K | — | — |
| Q4 2025 | $4.2M | 47.7K | — | — |
| Q3 2025 | $52K | 620 | — | — |
| Q3 2025 | $2.7M | 32.6K | — | — |
Other funds holding MMSI
$552.4M
$171.6M
$171.6M
$162.7M
$147.8M