CIBC Private Wealth Group
MMSI icon

CIBC Private Wealth Group’s Merit Medical Systems MMSI Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$19.8K Sell
225
-62
-22% -$5.28K ﹤0.01% 2166
2025
Q3 		$23.9K Buy
287
+127
+79% +$11.1K ﹤0.01% 2094
2025
Q2 		$15K Sell
160
-15
-9% -$1.42K ﹤0.01% 2120
2025
Q1 		$15.5K Buy
175
+25
+17% +$2.58K ﹤0.01% 2088
2024
Q4 		$14.7K Hold
150
– – ﹤0.01% 2151
2024
Q3 		$14.8K Hold
150
– – ﹤0.01% 2281
2024
Q2 		$12.7K Hold
150
– – ﹤0.01% 2207
2024
Q1 		$11.3K Buy
+150
New +$11.6K ﹤0.01% 2230
2022
Q2 		– Sell
-350
Closed -$23K – 1260
2022
Q1 		$23K Buy
+350
New +$21K ﹤0.01% 1096
2021
Q3 		– Sell
-10,091
Closed -$652K – 989
2021
Q2 		$652K Hold
10,091
– – ﹤0.01% 749
2021
Q1 		$604K Buy
+10,091
New +$578K ﹤0.01% 769

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CIBC Private Wealth Group's MMSI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Merit Medical Systems (MMSI) stake by 22% in Q4 2025, selling an estimated $5.28K and leaving 225 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

CIBC Private Wealth Group first reported a position in MMSI in Q1 2021 and has held it in 11 quarters since. The position peaked at $652K in Q2 2021. 390 funds tracked by Wall St. Rank hold MMSI as of Q4 2025.

  • CIBC Private Wealth Group held 225 shares of Merit Medical Systems worth $19.8K as of Q4 2025.
  • CIBC Private Wealth Group sold 62 Merit Medical Systems shares in Q4 2025, an estimated $5.28K.
  • Merit Medical Systems made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2166 holding.
  • CIBC Private Wealth Group first reported a position in Merit Medical Systems in Q1 2021 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's Merit Medical Systems position peaked at $652K in Q2 2021.
  • 390 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.