Gradient Investments
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Gradient Investments’s Merit Medical Systems MMSI Stock Holding History

Gradient Investments’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 		$1.99M Sell
23,059
-831
-3% -$69.5K 0.03% 264
2026
Q2 		$1.66M Buy
+23,890
New +$1.58M 0.02% 280

Other funds holding MMSI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Portside Wealth Group
Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Gradient Investments's MMSI Position: Q3 2026 in Review

Gradient Investments reduced its Merit Medical Systems (MMSI) stake by 3.5% in Q3 2026, selling an estimated $69.5K and leaving 23,059 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #264.

Gradient Investments first reported a position in MMSI in Q2 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Gradient Investments held 23,059 shares of Merit Medical Systems worth $1.99M as of Q3 2026.
  • Gradient Investments sold 831 Merit Medical Systems shares in Q3 2026, an estimated $69.5K.
  • Merit Medical Systems made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #264 holding.
  • Gradient Investments first reported a position in Merit Medical Systems in Q2 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.