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Godfrey Financial Associates’s Merit Medical Systems MMSI Stock Holding History

Godfrey Financial Associates’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 		$4.99K Sell
72
-7
-9% -$462 ﹤0.01% 548
2026
Q1 		$5.45K Hold
79
– – ﹤0.01% 510
2025
Q4 		$6.96K Buy
+79
New +$6.72K 0.01% 462

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

Godfrey Financial Associates's MMSI Position: Q2 2026 in Review

Godfrey Financial Associates reduced its Merit Medical Systems (MMSI) stake by 8.9% in Q2 2026, selling an estimated $462 and leaving 72 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Godfrey Financial Associates first reported a position in MMSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.96K in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Godfrey Financial Associates held 72 shares of Merit Medical Systems worth $4.99K as of Q2 2026.
  • Godfrey Financial Associates sold 7 Merit Medical Systems shares in Q2 2026, an estimated $462.
  • Merit Medical Systems made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #548 holding.
  • Godfrey Financial Associates first reported a position in Merit Medical Systems in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Merit Medical Systems position peaked at $6.96K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.