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

Avantax Advisory Services’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
2025
Q2 		$228K Buy
2,434
+12
+0.5% +$1.14K ﹤0.01% 2116
2025
Q1 		$256K Buy
2,422
+75
+3% +$7.74K ﹤0.01% 1941
2024
Q4 		$227K Buy
2,347
+103
+5% +$10.3K ﹤0.01% 1976
2024
Q3 		$222K Buy
+2,244
New +$205K ﹤0.01% 1952

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Avantax Advisory Services's MMSI Position: Q2 2025 in Review

Avantax Advisory Services increased its Merit Medical Systems (MMSI) stake by 0.5% in Q2 2025, buying an estimated $1.14K and bringing the position to 2,434 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Avantax Advisory Services first reported a position in MMSI in Q3 2024 and has held it in 4 quarters since. The position peaked at $256K in Q1 2025. 379 funds tracked by Wall St. Rank hold MMSI as of Q2 2025.

  • Avantax Advisory Services held 2,434 shares of Merit Medical Systems worth $228K as of Q2 2025.
  • Avantax Advisory Services bought 12 Merit Medical Systems shares in Q2 2025, an estimated $1.14K.
  • Merit Medical Systems made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2116 holding.
  • Avantax Advisory Services first reported a position in Merit Medical Systems in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's Merit Medical Systems position peaked at $256K in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.