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Bay Harbor Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Bay Harbor 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 		$69 Sell
1
-2
-67% -$132 ﹤0.01% 1251
2026
Q1 		$206 Sell
3
-2
-40% -$156 ﹤0.01% 1147
2025
Q4 		$440 Hold
5
– – ﹤0.01% 901
2025
Q3 		$416 Buy
5
+3
+150% +$261 ﹤0.01% 788
2025
Q2 		$186 Hold
2
– – ﹤0.01% 944
2025
Q1 		$211 Buy
+2
New +$206 ﹤0.01% 651

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

Bay Harbor Wealth Management's MMSI Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Merit Medical Systems (MMSI) stake by 67% in Q2 2026, selling an estimated $132 and leaving 1 share worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Bay Harbor Wealth Management first reported a position in MMSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $440 in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Bay Harbor Wealth Management held 1 share of Merit Medical Systems worth $69 as of Q2 2026.
  • Bay Harbor Wealth Management sold 2 Merit Medical Systems shares in Q2 2026, an estimated $132.
  • Merit Medical Systems made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1251 holding.
  • Bay Harbor Wealth Management first reported a position in Merit Medical Systems in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Merit Medical Systems position peaked at $440 in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

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