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Gibbs Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Gibbs Wealth Management’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 		$800K Buy
11,602
+4,656
+67% +$364K 0.11% 195
2025
Q4 		$600K Buy
6,946
+695
+11% +$59.2K 0.15% 166
2025
Q3 		$520K Sell
6,251
-959
-13% -$83.5K 0.12% 205
2025
Q2 		$674K Buy
7,210
+838
+13% +$79.4K 0.13% 183
2025
Q1 		$674K Buy
6,372
+1,479
+30% +$153K 0.16% 147
2024
Q4 		$473K Buy
4,893
+792
+19% +$78.9K 0.13% 177
2024
Q3 		$405K Buy
4,101
+615
+18% +$56.3K 0.13% 176
2024
Q2 		$300K Buy
+3,486
New +$274K 0.12% 183

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

Gibbs Wealth Management's MMSI Position: Q1 2026 in Review

Gibbs Wealth Management increased its Merit Medical Systems (MMSI) stake by 67% in Q1 2026, buying an estimated $364K and bringing the position to 11,602 shares worth $800K. The position accounts for 0.11% of the portfolio, ranked #195.

Gibbs Wealth Management first reported a position in MMSI in Q2 2024 and has held it in 8 quarters since. 400 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Gibbs Wealth Management held 11,602 shares of Merit Medical Systems worth $800K as of Q1 2026.
  • Gibbs Wealth Management bought 4,656 Merit Medical Systems shares in Q1 2026, an estimated $364K.
  • Merit Medical Systems made up 0.11% of Gibbs Wealth Management's portfolio in Q1 2026, its #195 holding.
  • Gibbs Wealth Management first reported a position in Merit Medical Systems in Q2 2024 and has held it in 8 quarters since.
  • 400 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.