Creative Planning’s Merit Medical Systems MMSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.2M | Buy |
146,939
+71,818
| +96% | +$4.74M | 0.01% | 879 |
|
|
2026
Q1 | $5.18M | Buy |
75,121
+27,423
| +57% | +$2.14M | ﹤0.01% | 1168 |
|
|
2025
Q4 | $4.2M | Buy |
47,698
+14,485
| +44% | +$1.23M | ﹤0.01% | 1136 |
|
|
2025
Q3 | $2.76M | Buy |
33,213
+5,556
| +20% | +$484K | ﹤0.01% | 1286 |
|
|
2025
Q2 | $2.59M | Sell |
27,657
-3,770
| -12% | -$357K | ﹤0.01% | 1127 |
|
|
2025
Q1 | $3.32M | Buy |
31,427
+2,710
| +9% | +$280K | ﹤0.01% | 888 |
|
|
2024
Q4 | $2.78M | Buy |
28,717
+9,664
| +51% | +$963K | ﹤0.01% | 944 |
|
|
2024
Q3 | $1.88M | Buy |
19,053
+4,033
| +27% | +$369K | ﹤0.01% | 1092 |
|
|
2024
Q2 | $1.29M | Buy |
15,020
+3,887
| +35% | +$306K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $843K | Buy |
11,133
+2,017
| +22% | +$156K | ﹤0.01% | 1452 |
|
|
2023
Q4 | $692K | Buy |
9,116
+3,160
| +53% | +$221K | ﹤0.01% | 1477 |
|
|
2023
Q3 | $411K | Buy |
5,956
+558
| +10% | +$40.2K | ﹤0.01% | 1696 |
|
|
2023
Q2 | $451K | Buy |
5,398
+1,056
| +24% | +$85.9K | ﹤0.01% | 1621 |
|
|
2023
Q1 | $321K | Sell |
4,342
-51
| -1% | -$3.58K | ﹤0.01% | 1760 |
|
|
2022
Q4 | $310K | Sell |
4,393
-251
| -5% | -$16.8K | ﹤0.01% | 1707 |
|
|
2022
Q3 | $262K | Buy |
+4,644
| New | +$267K | ﹤0.01% | 1736 |
|
|
2021
Q4 | – | Sell |
-3,237
| Closed | -$232K | – | 2167 |
|
|
2021
Q3 | $232K | Sell |
3,237
-2
| -0.1% | -$136 | ﹤0.01% | 1767 |
|
|
2021
Q2 | $209K | Buy |
+3,239
| New | +$200K | ﹤0.01% | 1784 |
|
|
2019
Q3 | – | Sell |
-3,803
| Closed | -$227K | – | 2064 |
|
|
2019
Q2 | $227K | Buy |
3,803
+129
| +4% | +$7.4K | ﹤0.01% | 1536 |
|
|
2019
Q1 | $227K | Buy |
3,674
+70
| +2% | +$3.97K | ﹤0.01% | 1501 |
|
|
2018
Q4 | $201K | Hold |
3,604
| – | – | ﹤0.01% | 1493 |
|
|
2018
Q3 | $221K | Buy |
+3,604
| New | +$207K | ﹤0.01% | 1611 |
|
|
2017
Q3 | – | Sell |
-2,315
| Closed | -$88K | – | 2988 |
|
|
2017
Q2 | $88K | Hold |
2,315
| – | – | ﹤0.01% | 2074 |
|
|
2017
Q1 | $67K | Buy |
2,315
+1,108
| +92% | +$31K | ﹤0.01% | 2251 |
|
|
2016
Q4 | $32K | Hold |
1,207
| – | – | ﹤0.01% | 2744 |
|
|
2016
Q3 | $29K | Sell |
1,207
-1,042
| -46% | -$24.1K | ﹤0.01% | 2768 |
|
|
2016
Q2 | $45K | Buy |
2,249
+1,042
| +86% | +$20K | ﹤0.01% | 2197 |
|
|
2016
Q1 | $22K | Hold |
1,207
| – | – | ﹤0.01% | 2693 |
|
|
2015
Q4 | $22K | Sell |
1,207
-250
| -17% | -$5.03K | ﹤0.01% | 2776 |
|
|
2015
Q3 | $35K | Buy |
+1,457
| New | +$34.3K | ﹤0.01% | 2313 |
|
|
2015
Q2 | – | Sell |
-62
| Closed | -$1K | – | 2257 |
|
|
2015
Q1 | $1K | Buy |
+62
| New | +$1.1K | ﹤0.01% | 4051 |
|
|
2014
Q4 | – | Sell |
-375
| Closed | -$4K | – | 4272 |
|
|
2014
Q3 | $4K | Buy |
+375
| New | +$4.97K | ﹤0.01% | 3401 |
|
Other funds holding MMSI
CCA
NAMI
CAM
Creative Planning's MMSI Position: Q2 2026 in Review
Creative Planning increased its Merit Medical Systems (MMSI) stake by 96% in Q2 2026, buying an estimated $4.74M and bringing the position to 146,939 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #879.
Creative Planning first reported a position in MMSI in Q3 2014 and has held it in 32 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.
- Creative Planning held 146,939 shares of Merit Medical Systems worth $10.2M as of Q2 2026.
- Creative Planning bought 71,818 Merit Medical Systems shares in Q2 2026, an estimated $4.74M.
- Merit Medical Systems made up 0.01% of Creative Planning's portfolio in Q2 2026, its #879 holding.
- Creative Planning first reported a position in Merit Medical Systems in Q3 2014 and has held it in 32 quarters since.
- 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.