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Dakota Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Dakota Wealth Management’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
Q1 		– Sell
-2,302
Closed -$203K – 810
2025
Q4 		$203K Buy
+2,302
New +$196K ﹤0.01% 748
2025
Q3 		– Sell
-2,890
Closed -$270K – 741
2025
Q2 		$270K Buy
2,890
+90
+3% +$8.53K 0.01% 649
2025
Q1 		$296K Sell
2,800
-453
-14% -$46.7K 0.01% 617
2024
Q4 		$315K Sell
3,253
-1,233
-27% -$123K 0.01% 596
2024
Q3 		$443K Buy
4,486
+1,347
+43% +$123K 0.01% 522
2024
Q2 		$270K Buy
3,139
+36
+1% +$2.83K 0.01% 606
2024
Q1 		$235K Sell
3,103
-148
-5% -$11.4K 0.01% 635
2023
Q4 		$247K Sell
3,251
-144
-4% -$10.1K 0.01% 560
2023
Q3 		$234K Buy
3,395
+313
+10% +$22.5K 0.01% 554
2023
Q2 		$258K Buy
3,082
+186
+6% +$15.1K 0.01% 521
2023
Q1 		$214K Buy
+2,896
New +$203K 0.01% 551

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Dakota Wealth Management's MMSI Position: Q1 2026 in Review

Dakota Wealth Management sold out of Merit Medical Systems (MMSI) in Q1 2026, closing a stake of 2,302 shares — an estimated $203K sold.

Dakota Wealth Management first reported a position in MMSI in Q1 2023 and held it in 11 quarters. The position peaked at $443K in Q3 2024. 400 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Dakota Wealth Management reported no remaining Merit Medical Systems position as of Q1 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 2,302 Merit Medical Systems shares in Q1 2026, an estimated $203K.
  • Dakota Wealth Management first reported a position in Merit Medical Systems in Q1 2023 and held it in 11 quarters.
  • Dakota Wealth Management's Merit Medical Systems position peaked at $443K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.