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Avion Wealth’s Merit Medical Systems MMSI Stock Holding History

Avion Wealth’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 		$3K Buy
+54
New +$3.56K ﹤0.01% 964
2026
Q1 		– Sell
-12
Closed -$1K – 1466
2025
Q4 		$1K Buy
+12
New +$1.02K ﹤0.01% 1080
2023
Q2 		– Sell
-7
Closed – – 927
2023
Q1 		$0 Buy
+7
New +$491 ﹤0.01% 690

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

Avion Wealth's MMSI Position: Q2 2026 in Review

Avion Wealth opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 54 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings. This is a return to the name: Avion Wealth previously reported a position in MMSI as recently as Q4 2025.

Avion Wealth first reported a position in MMSI in Q1 2023 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Avion Wealth held 54 shares of Merit Medical Systems worth $3K as of Q2 2026.
  • Merit Medical Systems was a new Avion Wealth position in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #964 holding.
  • Avion Wealth first reported a position in Merit Medical Systems in Q1 2023 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.