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

Angeles 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 		$256K Buy
3,709
+1,258
+51% +$98.3K 0.01% 355
2025
Q4 		$216K Buy
+2,451
New +$209K 0.01% 345
2025
Q3 		– Sell
-2,351
Closed -$220K – 435
2025
Q2 		$220K Buy
2,351
+285
+14% +$27K 0.02% 313
2025
Q1 		$218K Buy
+2,066
New +$213K 0.02% 271

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

Angeles Wealth Management increased its Merit Medical Systems (MMSI) stake by 51% in Q1 2026, buying an estimated $98.3K and bringing the position to 3,709 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #355.

Angeles Wealth Management first reported a position in MMSI in Q1 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Angeles Wealth Management held 3,709 shares of Merit Medical Systems worth $256K as of Q1 2026.
  • Angeles Wealth Management bought 1,258 Merit Medical Systems shares in Q1 2026, an estimated $98.3K.
  • Merit Medical Systems made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #355 holding.
  • Angeles Wealth Management first reported a position in Merit Medical Systems in Q1 2025 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.