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Golden State Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Golden State 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 		– Sell
-23
Closed -$2.03K – 1689
2025
Q4 		$2.03K Buy
+23
New +$1.96K ﹤0.01% 1387

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
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

Golden State Wealth Management's MMSI Position: Q1 2026 in Review

Golden State Wealth Management sold out of Merit Medical Systems (MMSI) in Q1 2026, closing a stake of 23 shares — an estimated $2.03K sold.

Golden State Wealth Management first reported a position in MMSI in Q4 2025 and held it in 1 quarter. The position peaked at $2.03K in Q4 2025. 400 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Golden State Wealth Management reported no remaining Merit Medical Systems position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 23 Merit Medical Systems shares in Q1 2026, an estimated $2.03K.
  • Golden State Wealth Management first reported a position in Merit Medical Systems in Q4 2025 and held it in 1 quarter.
  • Golden State Wealth Management's Merit Medical Systems position peaked at $2.03K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.