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Hemington Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Hemington 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
2025
Q3 		$3K Sell
48
-7
-13% -$610 ﹤0.01% 1269
2025
Q2 		$5K Buy
55
+8
+17% +$758 ﹤0.01% 1096
2025
Q1 		$4K Buy
47
+12
+34% +$1.24K ﹤0.01% 1123
2024
Q4 		$3K Buy
35
+12
+52% +$1.2K ﹤0.01% 1184
2024
Q3 		$2K Buy
+23
New +$2.1K ﹤0.01% 1213

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hemington Wealth Management's MMSI Position: Q3 2025 in Review

Hemington Wealth Management reduced its Merit Medical Systems (MMSI) stake by 13% in Q3 2025, selling an estimated $610 and leaving 48 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Hemington Wealth Management first reported a position in MMSI in Q3 2024 and has held it in 5 quarters since. The position peaked at $5K in Q2 2025. 378 funds tracked by Wall St. Rank hold MMSI as of Q3 2025.

  • Hemington Wealth Management held 48 shares of Merit Medical Systems worth $3K as of Q3 2025.
  • Hemington Wealth Management sold 7 Merit Medical Systems shares in Q3 2025, an estimated $610.
  • Merit Medical Systems made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1269 holding.
  • Hemington Wealth Management first reported a position in Merit Medical Systems in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Merit Medical Systems position peaked at $5K in Q2 2025.
  • 378 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.