Cetera Investment Advisers
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Cetera Investment Advisers’s Merit Medical Systems MMSI Stock Holding History

Cetera Investment Advisers’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 		$1.28M Buy
18,398
+3,134
+21% +$207K ﹤0.01% 2806
2026
Q1 		$1.05M Sell
15,264
-250
-2% -$19.5K ﹤0.01% 2852
2025
Q4 		$1.37M Buy
15,514
+1,251
+9% +$106K ﹤0.01% 2554
2025
Q3 		$1.19M Buy
14,263
+3,123
+28% +$272K ﹤0.01% 2627
2025
Q2 		$1.04M Sell
11,140
-113
-1% -$10.7K ﹤0.01% 2338
2025
Q1 		$1.19M Buy
11,253
+1,160
+11% +$120K ﹤0.01% 2128
2024
Q4 		$976K Buy
10,093
+804
+9% +$80.1K ﹤0.01% 2176
2024
Q3 		$918K Buy
9,289
+627
+7% +$57.4K ﹤0.01% 2182
2024
Q2 		$744K Buy
8,662
+5,572
+180% +$438K ﹤0.01% 2288
2024
Q1 		$234K Buy
+3,090
New +$239K ﹤0.01% 3247

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 $3.38T AUM 44.17% 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

Cetera Investment Advisers's MMSI Position: Q2 2026 in Review

Cetera Investment Advisers increased its Merit Medical Systems (MMSI) stake by 21% in Q2 2026, buying an estimated $207K and bringing the position to 18,398 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2806.

Cetera Investment Advisers first reported a position in MMSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q4 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Cetera Investment Advisers held 18,398 shares of Merit Medical Systems worth $1.28M as of Q2 2026.
  • Cetera Investment Advisers bought 3,134 Merit Medical Systems shares in Q2 2026, an estimated $207K.
  • Merit Medical Systems made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2806 holding.
  • Cetera Investment Advisers first reported a position in Merit Medical Systems in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Merit Medical Systems position peaked at $1.37M in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.