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Global Retirement Partners’s Merit Medical Systems MMSI Stock Holding History

Global Retirement Partners’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 		$10.8K Buy
+156
New +$10.3K ﹤0.01% 3348
2025
Q4 		$50.2K Buy
569
+516
+974% +$43.9K ﹤0.01% 2351
2025
Q3 		$4.41K Buy
53
+2
+4% +$174 ﹤0.01% 3024
2025
Q2 		$4.77K Buy
+51
New +$4.83K ﹤0.01% 2926
2024
Q4 		$4.06K Hold
42
– – ﹤0.01% 2776
2024
Q3 		$4.15K Hold
42
– – ﹤0.01% 2652
2024
Q2 		$3.61K Hold
42
– – ﹤0.01% 2755
2024
Q1 		$3.18K Buy
42
+2
+5% +$154 ﹤0.01% 2561
2023
Q4 		$3.12K Hold
40
– – ﹤0.01% 2505
2023
Q3 		$2.67K Sell
40
-15
-27% -$1.08K ﹤0.01% 2423
2023
Q2 		$4.6K Hold
55
– – ﹤0.01% 2238
2023
Q1 		$4.59K Buy
55
+15
+38% +$1.05K ﹤0.01% 2191
2022
Q4 		$2.83K Hold
40
– – ﹤0.01% 2229
2022
Q3 		$3K Buy
40
+13
+48% +$749 ﹤0.01% 2121
2022
Q2 		$1K Sell
27
-14
-34% -$854 ﹤0.01% 2482
2022
Q1 		$2K Buy
+41
New +$2.46K ﹤0.01% 2210

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Global Retirement Partners's MMSI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 156 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #3348 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MMSI as recently as Q4 2025.

Global Retirement Partners first reported a position in MMSI in Q1 2022 and has held it in 16 quarters since. The position peaked at $50.2K in Q4 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Global Retirement Partners held 156 shares of Merit Medical Systems worth $10.8K as of Q2 2026.
  • Merit Medical Systems was a new Global Retirement Partners position in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3348 holding.
  • Global Retirement Partners first reported a position in Merit Medical Systems in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Merit Medical Systems position peaked at $50.2K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.