Guardian Asset Advisors’s Merit Medical Systems MMSI Stock Holding History

Guardian Asset Advisors’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	$202K	Buy	+2,914	New	+$192K	0.09%	124
2026 Q1	–	Sell	-2,989	Closed	-$263K	–	106
2025 Q4	$263K	Hold	2,989	–	–	0.14%	92
2025 Q3	$249K	Sell	2,989 -453	-13%	-$39.5K	0.13%	94
2025 Q2	$322K	Hold	3,442	–	–	0.18%	87
2025 Q1	$364K	Sell	3,442 -672	-16%	-$69.3K	0.24%	75
2024 Q4	$398K	Sell	4,114 -406	-9%	-$40.5K	0.26%	69
2024 Q3	$447K	Hold	4,520	–	–	0.3%	62
2024 Q2	$388K	Hold	4,520	–	–	0.29%	63
2024 Q1	$342K	Hold	4,520	–	–	0.28%	70
2023 Q4	$343K	Buy	+4,520	New	+$316K	0.32%	63

Other funds holding MMSI

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Guardian Asset Advisors's MMSI Position: Q2 2026 in Review

Guardian Asset Advisors opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 2,914 shares worth $202K. The stake represents 0.09% of the portfolio and ranks #124 among its holdings. This is a return to the name: Guardian Asset Advisors previously reported a position in MMSI as recently as Q4 2025.

Guardian Asset Advisors first reported a position in MMSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $447K in Q3 2024. 87 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Guardian Asset Advisors held 2,914 shares of Merit Medical Systems worth $202K as of Q2 2026.
Merit Medical Systems was a new Guardian Asset Advisors position in Q2 2026.
Merit Medical Systems made up 0.09% of Guardian Asset Advisors's portfolio in Q2 2026, its #124 holding.
Guardian Asset Advisors first reported a position in Merit Medical Systems in Q4 2023 and has held it in 10 quarters since.
Guardian Asset Advisors's Merit Medical Systems position peaked at $447K in Q3 2024.
87 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.