Abound Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Abound Wealth Management’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 Q1	–	Sell	-4	Closed	-$353	–	1564
2025 Q4	$353	Hold	4	–	–	﹤0.01%	1007
2025 Q3	$333	Hold	4	–	–	﹤0.01%	986
2025 Q2	$374	Hold	4	–	–	﹤0.01%	889
2025 Q1	$423	Hold	4	–	–	﹤0.01%	834
2024 Q4	$387	Hold	4	–	–	﹤0.01%	831
2024 Q3	$396	Hold	4	–	–	﹤0.01%	913
2024 Q2	$344	Sell	4 -1	-20%	-$79	﹤0.01%	931
2024 Q1	$379	Hold	5	–	–	﹤0.01%	1021
2023 Q4	$380	Hold	5	–	–	﹤0.01%	1048
2023 Q3	$346	Hold	5	–	–	﹤0.01%	951
2023 Q2	$419	Buy	+5	New	+$407	﹤0.01%	912

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Abound Wealth Management's MMSI Position: Q1 2026 in Review

Abound Wealth Management sold out of Merit Medical Systems (MMSI) in Q1 2026, closing a stake of 4 shares — an estimated $353 sold.

Abound Wealth Management first reported a position in MMSI in Q2 2023 and held it in 11 quarters. The position peaked at $423 in Q1 2025. 400 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

Abound Wealth Management reported no remaining Merit Medical Systems position as of Q1 2026 after selling out during the quarter.
Abound Wealth Management sold 4 Merit Medical Systems shares in Q1 2026, an estimated $353.
Abound Wealth Management first reported a position in Merit Medical Systems in Q2 2023 and held it in 11 quarters.
Abound Wealth Management's Merit Medical Systems position peaked at $423 in Q1 2025.
400 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.