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Basecamp Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

Basecamp Wealth Advisors’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 		$5.2K Buy
75
+72
+2,400% +$4.75K ﹤0.01% 1172
2026
Q1 		$207 Sell
3
-6
-67% -$469 ﹤0.01% 1855
2025
Q4 		$793 Buy
+9
New +$766 ﹤0.01% 1540

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

Basecamp Wealth Advisors's MMSI Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Merit Medical Systems (MMSI) stake by 2,400% in Q2 2026, buying an estimated $4.75K and bringing the position to 75 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Basecamp Wealth Advisors first reported a position in MMSI in Q4 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Basecamp Wealth Advisors held 75 shares of Merit Medical Systems worth $5.2K as of Q2 2026.
  • Basecamp Wealth Advisors bought 72 Merit Medical Systems shares in Q2 2026, an estimated $4.75K.
  • Merit Medical Systems made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1172 holding.
  • Basecamp Wealth Advisors first reported a position in Merit Medical Systems in Q4 2025 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.