Advisory Services Network’s Merit Medical Systems MMSI Stock Holding History

Advisory Services Network’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	$771K	Sell	11,123 -373	-3%	-$24.6K	0.01%	1165
2026 Q1	$792K	Buy	+11,496	New	+$898K	0.01%	1043
2025 Q4	–	Sell	-3	Closed	-$250	–	3327
2025 Q3	$250	Buy	+3	New	+$261	﹤0.01%	4177
2024 Q1	–	Sell	-6	Closed	-$456	–	2791
2023 Q4	$456	Buy	+6	New	+$419	﹤0.01%	3634
2023 Q2	–	Sell	-6	Closed	-$444	–	2767
2023 Q1	$444	Buy	6 +3	+100%	+$210	﹤0.01%	3753
2022 Q4	$212	Buy	+3	New	+$200	﹤0.01%	3843
2021 Q3	–	Sell	-38	Closed	-$2K	–	2510
2021 Q2	$2K	Buy	+38	New	+$2.35K	﹤0.01%	3335
2021 Q1	–	Sell	-277	Closed	-$15K	–	2319
2020 Q4	$15K	Sell	277 -122	-31%	-$6.3K	﹤0.01%	2253
2020 Q3	$18K	Buy	+399	New	+$18K	﹤0.01%	2143
2020 Q2	–	Sell	-842	Closed	-$26K	–	2072
2020 Q1	$26K	Buy	842 +95	+13%	+$3.38K	﹤0.01%	1719
2019 Q4	$23K	Buy	747 +496	+198%	+$14.2K	﹤0.01%	1951
2019 Q3	$15K	Hold	251	–	–	﹤0.01%	1968
2019 Q2	$15K	Sell	251 -1,987	-89%	-$114K	﹤0.01%	1966
2019 Q1	$138K	Buy	2,238 +97	+5%	+$5.5K	0.01%	883
2018 Q4	$120K	Buy	2,141 +1,955	+1,051%	+$116K	0.01%	842
2018 Q3	$11K	Hold	186	–	–	﹤0.01%	1782
2018 Q2	$10K	Hold	186	–	–	﹤0.01%	1793
2018 Q1	$8K	Buy	186 +71	+62%	+$3.21K	﹤0.01%	1953
2017 Q4	$5K	Buy	+115	New	+$4.82K	﹤0.01%	2112

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

Advisory Services Network's MMSI Position: Q2 2026 in Review

Advisory Services Network reduced its Merit Medical Systems (MMSI) stake by 3.2% in Q2 2026, selling an estimated $24.6K and leaving 11,123 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #1165.

Advisory Services Network first reported a position in MMSI in Q4 2017 and has held it in 19 quarters since. The position peaked at $792K in Q1 2026. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Advisory Services Network held 11,123 shares of Merit Medical Systems worth $771K as of Q2 2026.
Advisory Services Network sold 373 Merit Medical Systems shares in Q2 2026, an estimated $24.6K.
Merit Medical Systems made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1165 holding.
Advisory Services Network first reported a position in Merit Medical Systems in Q4 2017 and has held it in 19 quarters since.
Advisory Services Network's Merit Medical Systems position peaked at $792K in Q1 2026.
404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.