Cornerstone Planning Group
MMSI icon

Cornerstone Planning Group’s Merit Medical Systems MMSI Stock Holding History

Cornerstone Planning 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
2026
Q3 		– Sell
-23
Closed -$1.68K – 1094
2026
Q2 		$1.68K Buy
+23
New +$1.52K ﹤0.01% 1370
2025
Q2 		– Sell
-14
Closed -$1.31K – 1634
2025
Q1 		$1.31K Hold
14
– – ﹤0.01% 1076
2024
Q4 		$1.48K Hold
14
– – ﹤0.01% 873
2024
Q3 		$1.34K Buy
14
+4
+40% +$366 ﹤0.01% 867
2024
Q2 		$875 Buy
+10
New +$786 ﹤0.01% 969

Other funds holding MMSI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Cornerstone Planning Group's MMSI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Merit Medical Systems (MMSI) in Q3 2026, closing a stake of 23 shares — an estimated $1.68K sold.

Cornerstone Planning Group first reported a position in MMSI in Q2 2024 and held it in 5 quarters. The position peaked at $1.68K in Q2 2026. 62 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Merit Medical Systems position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 23 Merit Medical Systems shares in Q3 2026, an estimated $1.68K.
  • Cornerstone Planning Group first reported a position in Merit Medical Systems in Q2 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's Merit Medical Systems position peaked at $1.68K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.