Rothwell Investment Advisors, LLC’s Merit Medical Systems MMSI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio MMSI Stock Details MMSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.16K	Buy	+25	New	+$2.09K	﹤0.01%	1029

Other funds holding MMSI

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MMSI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Merit Medical Systems (MMSI) in Q3 2026: 25 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #1029 among its holdings.

196 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

Rothwell Investment Advisors, LLC held 25 shares of Merit Medical Systems worth $2.16K as of Q3 2026.
Merit Medical Systems was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Merit Medical Systems made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1029 holding.
196 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.