Corient Private Wealth
MMSI icon

Corient Private Wealth’s Merit Medical Systems MMSI Stock Holding History

Corient Private Wealth’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 		$255K Sell
3,672
-11,487
-76% -$758K ﹤0.01% 2638
2026
Q1 		$1.04M Buy
15,159
+12,003
+380% +$938K ﹤0.01% 1642
2025
Q4 		$278K Sell
3,156
-10
-0.3% -$851 ﹤0.01% 2220
2025
Q3 		$264K Sell
3,166
-2,464
-44% -$215K ﹤0.01% 2200
2025
Q2 		$526K Buy
5,630
+2,787
+98% +$264K ﹤0.01% 1678
2025
Q1 		$301K Sell
2,843
-18
-0.6% -$1.86K ﹤0.01% 1852
2024
Q4 		$277K Sell
2,861
-96
-3% -$9.57K ﹤0.01% 1940
2024
Q3 		$292K Buy
2,957
+48
+2% +$4.39K ﹤0.01% 2026
2024
Q2 		$250K Sell
2,909
-26
-0.9% -$2.04K ﹤0.01% 2009
2024
Q1 		$222K Buy
2,935
+154
+6% +$11.9K ﹤0.01% 2050
2023
Q4 		$211K Buy
+2,781
New +$194K ﹤0.01% 2050
2023
Q3 		– Sell
-2,480
Closed -$207K – 2203
2023
Q2 		$207K Buy
+2,480
New +$202K ﹤0.01% 1861

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

Corient Private Wealth's MMSI Position: Q2 2026 in Review

Corient Private Wealth reduced its Merit Medical Systems (MMSI) stake by 76% in Q2 2026, selling an estimated $758K and leaving 3,672 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Corient Private Wealth first reported a position in MMSI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q1 2026. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Corient Private Wealth held 3,672 shares of Merit Medical Systems worth $255K as of Q2 2026.
  • Corient Private Wealth sold 11,487 Merit Medical Systems shares in Q2 2026, an estimated $758K.
  • Merit Medical Systems made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2638 holding.
  • Corient Private Wealth first reported a position in Merit Medical Systems in Q2 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Merit Medical Systems position peaked at $1.04M in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.