Envestnet Portfolio Solutions
MMSI icon

Envestnet Portfolio Solutions’s Merit Medical Systems MMSI Stock Holding History

Envestnet Portfolio Solutions’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
-2,275
Closed -$201K – 1425
2025
Q4 		$201K Buy
+2,275
New +$194K ﹤0.01% 1463
2025
Q3 		– Sell
-2,490
Closed -$233K – 1537
2025
Q2 		$233K Sell
2,490
-584
-19% -$55.3K ﹤0.01% 1446
2025
Q1 		$325K Sell
3,074
-2,317
-43% -$239K ﹤0.01% 1245
2024
Q4 		$521K Buy
5,391
+1,215
+29% +$121K ﹤0.01% 1223
2024
Q3 		$413K Buy
4,176
+250
+6% +$22.9K ﹤0.01% 1293
2024
Q2 		$337K Buy
+3,926
New +$309K ﹤0.01% 1315

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
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

Envestnet Portfolio Solutions's MMSI Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Merit Medical Systems (MMSI) in Q1 2026, closing a stake of 2,275 shares — an estimated $201K sold.

Envestnet Portfolio Solutions first reported a position in MMSI in Q2 2024 and held it in 6 quarters. The position peaked at $521K in Q4 2024. 400 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Merit Medical Systems position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,275 Merit Medical Systems shares in Q1 2026, an estimated $201K.
  • Envestnet Portfolio Solutions first reported a position in Merit Medical Systems in Q2 2024 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Merit Medical Systems position peaked at $521K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.