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Golden State Equity Partners’s Merit Medical Systems MMSI Stock Holding History

Golden State Equity 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 		– Sell
-7,336
Closed -$506K – 1186
2026
Q1 		$506K Buy
+7,336
New +$573K 0.04% 456

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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

Golden State Equity Partners's MMSI Position: Q2 2026 in Review

Golden State Equity Partners sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 7,336 shares — an estimated $506K sold.

Golden State Equity Partners first reported a position in MMSI in Q1 2026 and held it in 1 quarter. The position peaked at $506K in Q1 2026. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Golden State Equity Partners reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 7,336 Merit Medical Systems shares in Q2 2026, an estimated $506K.
  • Golden State Equity Partners first reported a position in Merit Medical Systems in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Merit Medical Systems position peaked at $506K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.