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Creative Financial Designs’s Merit Medical Systems MMSI Stock Holding History

Creative Financial Designs’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 		$624 Hold
9
– – ﹤0.01% 2110
2026
Q1 		$620 Hold
9
– – ﹤0.01% 1973
2025
Q4 		$793 Hold
9
– – ﹤0.01% 1838
2025
Q3 		$749 Hold
9
– – ﹤0.01% 1863
2025
Q2 		$841 Hold
9
– – ﹤0.01% 1816
2025
Q1 		$951 Sell
9
-10
-53% -$1.03K ﹤0.01% 1787
2024
Q4 		$1.84K Buy
+19
New +$1.89K ﹤0.01% 1605

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

Creative Financial Designs's MMSI Position: Q2 2026 in Review

Creative Financial Designs held its Merit Medical Systems (MMSI) position steady in Q2 2026 at 9 shares worth $624. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Creative Financial Designs first reported a position in MMSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.84K in Q4 2024. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Creative Financial Designs held 9 shares of Merit Medical Systems worth $624 as of Q2 2026.
  • Creative Financial Designs left its Merit Medical Systems share count unchanged in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2110 holding.
  • Creative Financial Designs first reported a position in Merit Medical Systems in Q4 2024 and has held it in 7 quarters since.
  • Creative Financial Designs's Merit Medical Systems position peaked at $1.84K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.