High Note Wealth’s Merit Medical Systems MMSI Stock Holding History

High Note Wealth’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	-48	Closed	-$4.23K	–	980
2025 Q4	$4.23K	Buy	48 +28	+140%	+$2.38K	﹤0.01%	578
2025 Q3	$1.67K	Buy	+20	New	+$1.74K	﹤0.01%	722
2025 Q2	–	Sell	-50	Closed	-$5.29K	–	954
2025 Q1	$5.29K	Buy	50 +1	+2%	+$103	﹤0.01%	391
2024 Q4	$4.74K	Buy	+49	New	+$4.88K	﹤0.01%	454

Other funds holding MMSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

High Note Wealth's MMSI Position: Q1 2026 in Review

High Note Wealth sold out of Merit Medical Systems (MMSI) in Q1 2026, closing a stake of 48 shares — an estimated $4.23K sold.

High Note Wealth first reported a position in MMSI in Q4 2024 and held it in 4 quarters. The position peaked at $5.29K in Q1 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

High Note Wealth reported no remaining Merit Medical Systems position as of Q1 2026 after selling out during the quarter.
High Note Wealth sold 48 Merit Medical Systems shares in Q1 2026, an estimated $4.23K.
High Note Wealth first reported a position in Merit Medical Systems in Q4 2024 and held it in 4 quarters.
High Note Wealth's Merit Medical Systems position peaked at $5.29K in Q1 2025.
399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.