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Bogart Wealth LLC’s Merit Medical Systems MMSI Stock Holding History

Bogart Wealth LLC’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 		$624 Sell
9
-8
-47% -$528 ﹤0.01% 1724
2026
Q1 		$1.17K Hold
17
– – ﹤0.01% 1405
2025
Q4 		$1.5K Hold
17
– – ﹤0.01% 1232
2025
Q3 		$1.42K Hold
17
– – ﹤0.01% 1226
2025
Q2 		$1.59K Hold
17
– – ﹤0.01% 1145
2025
Q1 		$1.8K Sell
17
-17
-50% -$1.75K ﹤0.01% 1092
2024
Q4 		$3.29K Buy
+34
New +$3.39K ﹤0.01% 991

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

Bogart Wealth LLC's MMSI Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Merit Medical Systems (MMSI) stake by 47% in Q2 2026, selling an estimated $528 and leaving 9 shares worth $624. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Bogart Wealth LLC first reported a position in MMSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.29K in Q4 2024. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Bogart Wealth LLC held 9 shares of Merit Medical Systems worth $624 as of Q2 2026.
  • Bogart Wealth LLC sold 8 Merit Medical Systems shares in Q2 2026, an estimated $528.
  • Merit Medical Systems made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1724 holding.
  • Bogart Wealth LLC first reported a position in Merit Medical Systems in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Merit Medical Systems position peaked at $3.29K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.