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Cornerstone Financial Management’s Merit Medical Systems MMSI Stock Holding History

Cornerstone Financial Management’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 		$1.59K Buy
23
+8
+53% +$528 ﹤0.01% 925
2026
Q1 		$1.03K Buy
15
+7
+88% +$547 ﹤0.01% 963
2025
Q4 		$705 Buy
+8
New +$681 ﹤0.01% 1043

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 $15.4B AUM 30.35% 1-Year Est. Return

Cornerstone Financial Management's MMSI Position: Q2 2026 in Review

Cornerstone Financial Management increased its Merit Medical Systems (MMSI) stake by 53% in Q2 2026, buying an estimated $528 and bringing the position to 23 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Cornerstone Financial Management first reported a position in MMSI in Q4 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Cornerstone Financial Management held 23 shares of Merit Medical Systems worth $1.59K as of Q2 2026.
  • Cornerstone Financial Management bought 8 Merit Medical Systems shares in Q2 2026, an estimated $528.
  • Merit Medical Systems made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #925 holding.
  • Cornerstone Financial Management first reported a position in Merit Medical Systems in Q4 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.