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Crewe Advisors’s Merit Medical Systems MMSI Stock Holding History

Crewe Advisors’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 		$11.7K Sell
169
-59
-26% -$3.89K ﹤0.01% 726
2026
Q1 		$15.7K Buy
228
+80
+54% +$6.25K ﹤0.01% 563
2025
Q4 		$13K Buy
148
+19
+15% +$1.62K ﹤0.01% 569
2025
Q3 		$10.7K Buy
+129
New +$11.2K ﹤0.01% 621
2024
Q3 		– Sell
-187
Closed -$16.1K – 886
2024
Q2 		$16.1K Buy
187
+141
+307% +$11.1K ﹤0.01% 593
2024
Q1 		$3.48K Buy
+46
New +$3.55K ﹤0.01% 795

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

Crewe Advisors's MMSI Position: Q2 2026 in Review

Crewe Advisors reduced its Merit Medical Systems (MMSI) stake by 26% in Q2 2026, selling an estimated $3.89K and leaving 169 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Crewe Advisors first reported a position in MMSI in Q1 2024 and has held it in 6 quarters since. The position peaked at $16.1K in Q2 2024. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Crewe Advisors held 169 shares of Merit Medical Systems worth $11.7K as of Q2 2026.
  • Crewe Advisors sold 59 Merit Medical Systems shares in Q2 2026, an estimated $3.89K.
  • Merit Medical Systems made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #726 holding.
  • Crewe Advisors first reported a position in Merit Medical Systems in Q1 2024 and has held it in 6 quarters since.
  • Crewe Advisors's Merit Medical Systems position peaked at $16.1K in Q2 2024.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.