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

Gilpin 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
Q3 		$863 Hold
10
– – ﹤0.01% 713
2026
Q2 		$694 Buy
+10
New +$660 ﹤0.01% 576
2026
Q1 		– Sell
-5
Closed -$441 – 1047
2025
Q4 		$441 Buy
+5
New +$426 ﹤0.01% 467

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Gilpin Wealth Management's MMSI Position: Q3 2026 in Review

Gilpin Wealth Management held its Merit Medical Systems (MMSI) position steady in Q3 2026 at 10 shares worth $863. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Gilpin Wealth Management first reported a position in MMSI in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Gilpin Wealth Management held 10 shares of Merit Medical Systems worth $863 as of Q3 2026.
  • Gilpin Wealth Management left its Merit Medical Systems share count unchanged in Q3 2026.
  • Merit Medical Systems made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #713 holding.
  • Gilpin Wealth Management first reported a position in Merit Medical Systems in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.