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Allworth Financial’s Merit Medical Systems MMSI Stock Holding History

Allworth Financial’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 		$133K Buy
1,920
+1,811
+1,661% +$119K ﹤0.01% 1762
2026
Q1 		$7.51K Buy
109
+5
+5% +$391 ﹤0.01% 3701
2025
Q4 		$9.17K Buy
104
+45
+76% +$3.83K ﹤0.01% 3327
2025
Q3 		$4.91K Sell
59
-2
-3% -$174 ﹤0.01% 3561
2025
Q2 		$5.7K Buy
61
+4
+7% +$379 ﹤0.01% 3195
2025
Q1 		$5.4K Buy
57
+17
+43% +$1.75K ﹤0.01% 2724
2024
Q4 		$4.19K Hold
40
– – ﹤0.01% 2842
2024
Q3 		$3.95K Sell
40
-12
-23% -$1.1K ﹤0.01% 2675
2024
Q2 		$4.45K Sell
52
-4
-7% -$315 ﹤0.01% 2575
2024
Q1 		$4.24K Hold
56
– – ﹤0.01% 2476
2023
Q4 		$4.25K Sell
56
-4
-7% -$279 ﹤0.01% 2338
2023
Q3 		$4.14K Buy
60
+4
+7% +$288 ﹤0.01% 2198
2023
Q2 		$4.68K Hold
56
– – ﹤0.01% 2131
2023
Q1 		$4.14K Hold
56
– – ﹤0.01% 2112
2022
Q4 		$3.96K Buy
56
+40
+250% +$2.67K ﹤0.01% 1987
2022
Q3 		$1K Buy
16
+10
+167% +$576 ﹤0.01% 2438
2022
Q2 		$0 Hold
6
– – ﹤0.01% 2640
2022
Q1 		$0 Buy
+6
New +$361 ﹤0.01% 2270

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
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

Allworth Financial's MMSI Position: Q2 2026 in Review

Allworth Financial increased its Merit Medical Systems (MMSI) stake by 1,661% in Q2 2026, buying an estimated $119K and bringing the position to 1,920 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Allworth Financial first reported a position in MMSI in Q1 2022 and has held it in 18 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Allworth Financial held 1,920 shares of Merit Medical Systems worth $133K as of Q2 2026.
  • Allworth Financial bought 1,811 Merit Medical Systems shares in Q2 2026, an estimated $119K.
  • Merit Medical Systems made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1762 holding.
  • Allworth Financial first reported a position in Merit Medical Systems in Q1 2022 and has held it in 18 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.