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Bell Investment Advisors’s Merit Medical Systems MMSI Stock Holding History

Bell Investment 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 		$9.98K Buy
144
+132
+1,100% +$8.71K ﹤0.01% 708
2026
Q1 		$828 Sell
12
-27
-69% -$2.11K ﹤0.01% 1595
2025
Q4 		$3.44K Buy
39
+34
+680% +$2.89K ﹤0.01% 1140
2025
Q3 		$417 Hold
5
– – ﹤0.01% 1812
2025
Q2 		$468 Hold
5
– – ﹤0.01% 1775
2025
Q1 		$529 Hold
5
– – ﹤0.01% 1731
2024
Q4 		$484 Buy
+5
New +$498 ﹤0.01% 1777
2022
Q3 		– Sell
-16
Closed -$1K – 1869
2022
Q2 		$1K Buy
+16
New +$976 ﹤0.01% 1500
2021
Q4 		$1K Buy
+24
New +$1.61K ﹤0.01% 1515

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

Bell Investment Advisors's MMSI Position: Q2 2026 in Review

Bell Investment Advisors increased its Merit Medical Systems (MMSI) stake by 1,100% in Q2 2026, buying an estimated $8.71K and bringing the position to 144 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Bell Investment Advisors first reported a position in MMSI in Q4 2021 and has held it in 9 quarters since. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Bell Investment Advisors held 144 shares of Merit Medical Systems worth $9.98K as of Q2 2026.
  • Bell Investment Advisors bought 132 Merit Medical Systems shares in Q2 2026, an estimated $8.71K.
  • Merit Medical Systems made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #708 holding.
  • Bell Investment Advisors first reported a position in Merit Medical Systems in Q4 2021 and has held it in 9 quarters since.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.