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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
Q3 		$76.7K Buy
890
+272
+44% +$22.8K ﹤0.01% 3076
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Farther Finance Advisors's MMSI Position: Q3 2026 in Review

Farther Finance Advisors increased its Merit Medical Systems (MMSI) stake by 44% in Q3 2026, buying an estimated $22.8K and bringing the position to 890 shares worth $76.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3076.

Farther Finance Advisors first reported a position in MMSI in Q2 2023 and has held it in 13 quarters since. The position peaked at $104K in Q3 2024. 15 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Farther Finance Advisors held 890 shares of Merit Medical Systems worth $76.7K as of Q3 2026.
  • Farther Finance Advisors bought 272 Merit Medical Systems shares in Q3 2026, an estimated $22.8K.
  • Merit Medical Systems made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3076 holding.
  • Farther Finance Advisors first reported a position in Merit Medical Systems in Q2 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's Merit Medical Systems position peaked at $104K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.