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Brookstone Capital Management’s Merit Medical Systems MMSI Stock Holding History

Brookstone Capital 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 		$818K Buy
11,800
+2,704
+30% +$178K 0.01% 767
2026
Q1 		$627K Buy
9,096
+1,688
+23% +$132K 0.01% 800
2025
Q4 		$653K Buy
7,408
+516
+7% +$43.9K 0.01% 774
2025
Q3 		$574K Buy
+6,892
New +$600K 0.01% 777
2015
Q3 		– Sell
-125
Closed -$3K – 2070
2015
Q2 		$3K Buy
+125
New +$2.54K ﹤0.01% 1705

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

Brookstone Capital Management's MMSI Position: Q2 2026 in Review

Brookstone Capital Management increased its Merit Medical Systems (MMSI) stake by 30% in Q2 2026, buying an estimated $178K and bringing the position to 11,800 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #767.

Brookstone Capital Management first reported a position in MMSI in Q2 2015 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Brookstone Capital Management held 11,800 shares of Merit Medical Systems worth $818K as of Q2 2026.
  • Brookstone Capital Management bought 2,704 Merit Medical Systems shares in Q2 2026, an estimated $178K.
  • Merit Medical Systems made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #767 holding.
  • Brookstone Capital Management first reported a position in Merit Medical Systems in Q2 2015 and has held it in 5 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.