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Callan Family Office’s Merit Medical Systems MMSI Stock Holding History

Callan Family Office’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 		$341K Sell
4,918
-5,708
-54% -$377K 0.01% 951
2026
Q1 		$732K Sell
10,626
-322
-3% -$25.2K 0.02% 643
2025
Q4 		$965K Buy
+10,948
New +$932K 0.02% 557

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

Callan Family Office's MMSI Position: Q2 2026 in Review

Callan Family Office reduced its Merit Medical Systems (MMSI) stake by 54% in Q2 2026, selling an estimated $377K and leaving 4,918 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #951.

Callan Family Office first reported a position in MMSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $965K in Q4 2025. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Callan Family Office held 4,918 shares of Merit Medical Systems worth $341K as of Q2 2026.
  • Callan Family Office sold 5,708 Merit Medical Systems shares in Q2 2026, an estimated $377K.
  • Merit Medical Systems made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #951 holding.
  • Callan Family Office first reported a position in Merit Medical Systems in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Merit Medical Systems position peaked at $965K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.