CA
MMSI icon

Clearstead Advisors’s Merit Medical Systems MMSI Stock Holding History

Clearstead Advisors’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 		$5.55K Buy
+80
New +$5.28K ﹤0.01% 2160
2026
Q1 		– Sell
-74
Closed -$6.52K – 2623
2025
Q4 		$6.52K Buy
74
+14
+23% +$1.19K ﹤0.01% 1970
2025
Q3 		$4.99K Sell
60
-102
-63% -$8.88K ﹤0.01% 2158
2025
Q2 		$15.1K Buy
162
+60
+59% +$5.68K ﹤0.01% 1740
2025
Q1 		$10.8K Sell
102
-17
-14% -$1.75K ﹤0.01% 1592
2024
Q4 		$11.5K Buy
119
+27
+29% +$2.69K ﹤0.01% 1539
2024
Q3 		$9.09K Hold
92
– – ﹤0.01% 1602
2024
Q2 		$7.91K Buy
+92
New +$7.24K ﹤0.01% 1591

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

Clearstead Advisors's MMSI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 80 shares worth $5.55K. The stake represents ﹤0.01% of the portfolio and ranks #2160 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MMSI as recently as Q4 2025.

Clearstead Advisors first reported a position in MMSI in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.1K in Q2 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Clearstead Advisors held 80 shares of Merit Medical Systems worth $5.55K as of Q2 2026.
  • Merit Medical Systems was a new Clearstead Advisors position in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2160 holding.
  • Clearstead Advisors first reported a position in Merit Medical Systems in Q2 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Merit Medical Systems position peaked at $15.1K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.