Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Merit Medical Systems MMSI Stock Holding History

Carson Wealth (CWM 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
Q1 		$153K Buy
2,219
+116
+6% +$9.06K ﹤0.01% 2947
2025
Q4 		$185K Buy
2,103
+31
+1% +$2.64K ﹤0.01% 2633
2025
Q3 		$172K Buy
2,072
+237
+13% +$20.6K ﹤0.01% 2559
2025
Q2 		$172K Buy
1,835
+53
+3% +$5.02K ﹤0.01% 2303
2025
Q1 		$188K Buy
1,782
+1,022
+134% +$105K ﹤0.01% 1960
2024
Q4 		$74K Buy
760
+71
+10% +$7.08K ﹤0.01% 2491
2024
Q3 		$68K Buy
689
+78
+13% +$7.14K ﹤0.01% 2461
2024
Q2 		$53K Buy
611
+65
+12% +$5.11K ﹤0.01% 2443
2024
Q1 		$41K Sell
546
-41
-7% -$3.17K ﹤0.01% 2428
2023
Q4 		$45K Sell
587
-206
-26% -$14.4K ﹤0.01% 2239
2023
Q3 		$55K Buy
793
+37
+5% +$2.66K ﹤0.01% 2002
2023
Q2 		$63K Buy
756
+62
+9% +$5.04K ﹤0.01% 1836
2023
Q1 		$51K Buy
694
+29
+4% +$2.04K ﹤0.01% 1861
2022
Q4 		$47K Buy
665
+72
+12% +$4.81K ﹤0.01% 1782
2022
Q3 		$34K Buy
593
+235
+66% +$13.5K ﹤0.01% 1866
2022
Q2 		$19K Buy
358
+37
+12% +$2.26K ﹤0.01% 2150
2022
Q1 		$21K Buy
321
+232
+261% +$13.9K ﹤0.01% 2057
2021
Q4 		$6K Buy
+89
New +$5.96K ﹤0.01% 2647
2021
Q2 		$1K Hold
22
– – ﹤0.01% 2823
2021
Q1 		$1K Hold
22
– – ﹤0.01% 2823
2020
Q4 		$1K Hold
22
– – ﹤0.01% 2823
2020
Q3 		$1K Hold
22
– – ﹤0.01% 2822
2020
Q2 		$1K Hold
22
– – ﹤0.01% 2822
2020
Q1 		$1K Hold
22
– – ﹤0.01% 2821
2019
Q4 		$1K Hold
22
– – ﹤0.01% 2821
2019
Q3 		$1K Hold
22
– – ﹤0.01% 2821
2019
Q2 		$1K Hold
22
– – ﹤0.01% 2821
2019
Q1 		$1K Buy
+22
New +$1.25K ﹤0.01% 2820

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Carson Wealth (CWM LLC)'s MMSI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Merit Medical Systems (MMSI) stake by 5.5% in Q1 2026, buying an estimated $9.06K and bringing the position to 2,219 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #2947.

Carson Wealth (CWM LLC) first reported a position in MMSI in Q1 2019 and has held it in 28 quarters since. The position peaked at $188K in Q1 2025. 400 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,219 shares of Merit Medical Systems worth $153K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 116 Merit Medical Systems shares in Q1 2026, an estimated $9.06K.
  • Merit Medical Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2947 holding.
  • Carson Wealth (CWM LLC) first reported a position in Merit Medical Systems in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Merit Medical Systems position peaked at $188K in Q1 2025.
  • 400 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.