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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
Q2 		$5.55K Buy
+80
New +$5.28K ﹤0.01% 561
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
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 $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

High Note Wealth's MMSI Position: Q2 2026 in Review

High Note Wealth opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 80 shares worth $5.55K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: High Note Wealth previously reported a position in MMSI as recently as Q4 2025.

High Note Wealth first reported a position in MMSI in Q4 2024 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • High Note Wealth held 80 shares of Merit Medical Systems worth $5.55K as of Q2 2026.
  • Merit Medical Systems was a new High Note Wealth position in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #561 holding.
  • High Note Wealth first reported a position in Merit Medical Systems in Q4 2024 and has held it in 5 quarters since.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.