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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
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

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

Cornerstone Planning Group's MMSI Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 23 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in MMSI as recently as Q1 2025.

Cornerstone Planning Group first reported a position in MMSI in Q2 2024 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Cornerstone Planning Group held 23 shares of Merit Medical Systems worth $1.68K as of Q2 2026.
  • Merit Medical Systems was a new Cornerstone Planning Group position in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1370 holding.
  • Cornerstone Planning Group first reported a position in Merit Medical Systems in Q2 2024 and has held it in 5 quarters since.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.