Action Point Financial Planning’s Merit Medical Systems MMSI Stock Holding History

Action Point Financial Planning’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 Q2	$2.29K	Buy	+37	New	+$2.44K	﹤0.01%	2196

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Action Point Financial Planning's MMSI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 37 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #2196 among its holdings.

402 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Action Point Financial Planning held 37 shares of Merit Medical Systems worth $2.29K as of Q2 2026.
Merit Medical Systems was a new Action Point Financial Planning position in Q2 2026.
Merit Medical Systems made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2196 holding.
402 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.