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EverSource Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

EverSource Wealth 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 		$127K Buy
1,833
+282
+18% +$18.6K ﹤0.01% 1254
2026
Q1 		$107K Buy
1,551
+216
+16% +$16.9K ﹤0.01% 1392
2025
Q4 		$118K Buy
1,335
+52
+4% +$4.43K ﹤0.01% 1229
2025
Q3 		$107K Buy
1,283
+361
+39% +$31.4K ﹤0.01% 1246
2025
Q2 		$86.2K Buy
922
+813
+746% +$77K ﹤0.01% 1287
2025
Q1 		$11.5K Buy
109
+15
+16% +$1.55K ﹤0.01% 2031
2024
Q4 		$9.09K Buy
94
+3
+3% +$299 ﹤0.01% 2047
2024
Q3 		$8.99K Buy
91
+21
+30% +$1.92K ﹤0.01% 1928
2024
Q2 		$5.97K Buy
70
+57
+438% +$4.48K ﹤0.01% 2151
2024
Q1 		$963 Hold
13
– – ﹤0.01% 2596
2023
Q4 		$987 Sell
13
-36
-73% -$2.51K ﹤0.01% 2405
2023
Q3 		$3.38K Sell
49
-33
-40% -$2.38K ﹤0.01% 1847
2023
Q2 		$6.86K Hold
82
– – ﹤0.01% 1600
2023
Q1 		$6.06K Buy
82
+7
+9% +$491 ﹤0.01% 1571
2022
Q4 		$5.3K Sell
75
-12
-14% -$801 ﹤0.01% 1575
2022
Q3 		$5K Hold
87
– – ﹤0.01% 1381
2022
Q2 		$5K Buy
+87
New +$5.31K ﹤0.01% 1271

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

EverSource Wealth Advisors's MMSI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Merit Medical Systems (MMSI) stake by 18% in Q2 2026, buying an estimated $18.6K and bringing the position to 1,833 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

EverSource Wealth Advisors first reported a position in MMSI in Q2 2022 and has held it in 17 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • EverSource Wealth Advisors held 1,833 shares of Merit Medical Systems worth $127K as of Q2 2026.
  • EverSource Wealth Advisors bought 282 Merit Medical Systems shares in Q2 2026, an estimated $18.6K.
  • Merit Medical Systems made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1254 holding.
  • EverSource Wealth Advisors first reported a position in Merit Medical Systems in Q2 2022 and has held it in 17 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

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