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CVA Family Office’s Merit Medical Systems MMSI Stock Holding History

CVA Family Office’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 		$69 Sell
1
-19
-95% -$1.25K ﹤0.01% 1789
2026
Q1 		$1.38K Buy
+20
New +$1.56K ﹤0.01% 1595

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

CVA Family Office's MMSI Position: Q2 2026 in Review

CVA Family Office reduced its Merit Medical Systems (MMSI) stake by 95% in Q2 2026, selling an estimated $1.25K and leaving 1 share worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

CVA Family Office first reported a position in MMSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.38K in Q1 2026. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • CVA Family Office held 1 share of Merit Medical Systems worth $69 as of Q2 2026.
  • CVA Family Office sold 19 Merit Medical Systems shares in Q2 2026, an estimated $1.25K.
  • Merit Medical Systems made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1789 holding.
  • CVA Family Office first reported a position in Merit Medical Systems in Q1 2026 and has held it in 2 quarters since.
  • CVA Family Office's Merit Medical Systems position peaked at $1.38K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.