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Farther Finance Advisors’s Merit Medical Systems MMSI Stock Holding History

Farther Finance 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 		$42.9K Buy
618
+291
+89% +$19.2K ﹤0.01% 3368
2026
Q1 		$22.3K Buy
327
+37
+13% +$2.89K ﹤0.01% 3582
2025
Q4 		$25.6K Sell
290
-110
-28% -$9.36K ﹤0.01% 3275
2025
Q3 		$33.3K Buy
400
+3
+0.8% +$261 ﹤0.01% 2703
2025
Q2 		$37.1K Sell
397
-43
-10% -$4.07K ﹤0.01% 2295
2025
Q1 		$46.4K Sell
440
-343
-44% -$35.4K ﹤0.01% 1934
2024
Q4 		$75.7K Sell
783
-273
-26% -$27.2K ﹤0.01% 1443
2024
Q3 		$104K Buy
1,056
+260
+33% +$23.8K ﹤0.01% 1282
2024
Q2 		$68.2K Buy
796
+765
+2,468% +$60.2K ﹤0.01% 1282
2024
Q1 		$2.33K Sell
31
-5
-14% -$386 ﹤0.01% 2427
2023
Q4 		$2.73K Buy
+36
New +$2.51K ﹤0.01% 2292
2023
Q3 		– Sell
-17
Closed -$1.42K – 2669
2023
Q2 		$1.42K Buy
+17
New +$1.38K ﹤0.01% 1867

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

Farther Finance Advisors's MMSI Position: Q2 2026 in Review

Farther Finance Advisors increased its Merit Medical Systems (MMSI) stake by 89% in Q2 2026, buying an estimated $19.2K and bringing the position to 618 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3368.

Farther Finance Advisors first reported a position in MMSI in Q2 2023 and has held it in 12 quarters since. The position peaked at $104K in Q3 2024. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Farther Finance Advisors held 618 shares of Merit Medical Systems worth $42.9K as of Q2 2026.
  • Farther Finance Advisors bought 291 Merit Medical Systems shares in Q2 2026, an estimated $19.2K.
  • Merit Medical Systems made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3368 holding.
  • Farther Finance Advisors first reported a position in Merit Medical Systems in Q2 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Merit Medical Systems position peaked at $104K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.