Cetera Investment Advisers
MMSI icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM