DPW
MMSI icon

DiNuzzo Private Wealth’s Merit Medical Systems MMSI Stock Holding History

DiNuzzo Private Wealth’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 		$417 Sell
6
-5
-45% -$330 ﹤0.01% 1147
2026
Q1 		$759 Buy
11
+2
+22% +$156 ﹤0.01% 962
2025
Q4 		$794 Buy
9
+2
+29% +$170 ﹤0.01% 948
2025
Q3 		$634 Hold
7
– – ﹤0.01% 1028
2025
Q2 		$655 Hold
7
– – ﹤0.01% 992
2025
Q1 		$740 Hold
7
– – ﹤0.01% 926
2024
Q4 		$678 Hold
7
– – ﹤0.01% 972
2024
Q3 		$692 Hold
7
– – ﹤0.01% 994
2024
Q2 		$602 Sell
7
-1
-13% -$79 ﹤0.01% 975
2024
Q1 		$606 Buy
8
+2
+33% +$154 ﹤0.01% 911
2023
Q4 		$456 Buy
+6
New +$419 ﹤0.01% 1015

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

DiNuzzo Private Wealth's MMSI Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Merit Medical Systems (MMSI) stake by 45% in Q2 2026, selling an estimated $330 and leaving 6 shares worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

DiNuzzo Private Wealth first reported a position in MMSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $794 in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • DiNuzzo Private Wealth held 6 shares of Merit Medical Systems worth $417 as of Q2 2026.
  • DiNuzzo Private Wealth sold 5 Merit Medical Systems shares in Q2 2026, an estimated $330.
  • Merit Medical Systems made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1147 holding.
  • DiNuzzo Private Wealth first reported a position in Merit Medical Systems in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Merit Medical Systems position peaked at $794 in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.