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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
Q2 		$228K Sell
3,295
-414
-11% -$27.3K 0.01% 455
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 $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

Angeles Wealth Management's MMSI Position: Q2 2026 in Review

Angeles Wealth Management reduced its Merit Medical Systems (MMSI) stake by 11% in Q2 2026, selling an estimated $27.3K and leaving 3,295 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #455.

Angeles Wealth Management first reported a position in MMSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $256K in Q1 2026. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Angeles Wealth Management held 3,295 shares of Merit Medical Systems worth $228K as of Q2 2026.
  • Angeles Wealth Management sold 414 Merit Medical Systems shares in Q2 2026, an estimated $27.3K.
  • Merit Medical Systems made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #455 holding.
  • Angeles Wealth Management first reported a position in Merit Medical Systems in Q1 2025 and has held it in 5 quarters since.
  • Angeles Wealth Management's Merit Medical Systems position peaked at $256K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.