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Blue Trust Inc’s Merit Medical Systems MMSI Stock Holding History

Blue Trust Inc’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 		$137K Buy
1,973
+182
+10% +$12K ﹤0.01% 916
2026
Q1 		$123K Sell
1,791
-62
-3% -$4.84K ﹤0.01% 940
2025
Q4 		$163K Buy
1,853
+184
+11% +$15.7K ﹤0.01% 851
2025
Q3 		$139K Buy
1,669
+22
+1% +$1.92K ﹤0.01% 943
2025
Q2 		$154K Buy
1,647
+118
+8% +$11.2K ﹤0.01% 866
2025
Q1 		$162K Buy
1,529
+210
+16% +$21.7K ﹤0.01% 791
2024
Q4 		$128K Sell
1,319
-121
-8% -$12.1K ﹤0.01% 832
2024
Q3 		$124K Buy
1,440
+14
+1% +$1.28K ﹤0.01% 1104
2024
Q2 		$108K Buy
1,426
+235
+20% +$18.5K ﹤0.01% 943
2024
Q1 		$90.2K Buy
1,191
+170
+17% +$13.1K ﹤0.01% 743
2023
Q4 		$70K Buy
1,021
+49
+5% +$3.42K ﹤0.01% 819
2023
Q3 		$81K Buy
972
+697
+253% +$50.2K ﹤0.01% 684
2023
Q2 		$20K Sell
275
-1,063
-79% -$86.5K ﹤0.01% 1046
2023
Q1 		$94K Buy
1,338
+867
+184% +$60.8K ﹤0.01% 792
2022
Q4 		$26K Buy
471
+288
+157% +$19.2K ﹤0.01% 1192
2022
Q3 		$10K Buy
183
+80
+78% +$4.61K ﹤0.01% 1341
2022
Q2 		$7K Buy
+103
New +$6.28K ﹤0.01% 1337

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

Blue Trust Inc's MMSI Position: Q2 2026 in Review

Blue Trust Inc increased its Merit Medical Systems (MMSI) stake by 10% in Q2 2026, buying an estimated $12K and bringing the position to 1,973 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Blue Trust Inc first reported a position in MMSI in Q2 2022 and has held it in 17 quarters since. The position peaked at $163K in Q4 2025. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Blue Trust Inc held 1,973 shares of Merit Medical Systems worth $137K as of Q2 2026.
  • Blue Trust Inc bought 182 Merit Medical Systems shares in Q2 2026, an estimated $12K.
  • Merit Medical Systems made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #916 holding.
  • Blue Trust Inc first reported a position in Merit Medical Systems in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Merit Medical Systems position peaked at $163K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.