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IFP Advisors’s Merit Medical Systems MMSI Stock Holding History

IFP 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 		$25.5K Buy
368
+31
+9% +$2.04K ﹤0.01% 2821
2026
Q1 		$23.2K Buy
337
+9
+3% +$703 ﹤0.01% 2696
2025
Q4 		$28.9K Sell
328
-11
-3% -$936 ﹤0.01% 2516
2025
Q3 		$28.2K Buy
339
+111
+49% +$9.67K ﹤0.01% 2395
2025
Q2 		$44.5K Sell
228
-79
-26% -$7.49K ﹤0.01% 2104
2025
Q1 		$32.5K Buy
307
+287
+1,435% +$29.6K ﹤0.01% 2079
2024
Q4 		$1.94K Buy
20
+1
+5% +$100 ﹤0.01% 3114
2024
Q3 		$1.88K Hold
19
– – ﹤0.01% 2923
2024
Q2 		$1.63K Buy
19
+11
+138% +$865 ﹤0.01% 2862
2024
Q1 		$606 Sell
8
-33
-80% -$2.55K ﹤0.01% 2950
2023
Q4 		$3.11K Hold
41
– – ﹤0.01% 2558
2023
Q3 		$2.83K Hold
41
– – ﹤0.01% 2721
2023
Q2 		$3.43K Buy
+41
New +$3.33K ﹤0.01% 2669
2023
Q1 		– Sell
-11
Closed -$11K – 4031
2022
Q4 		$11K Buy
+11
New +$734 ﹤0.01% 3327
2019
Q4 		– Sell
-23
Closed -$659 – 3013
2019
Q3 		$1K Buy
+23
New +$930 ﹤0.01% 2893
2019
Q1 		– Sell
-99
Closed -$5K – 3002
2018
Q4 		$5K Sell
99
-4
-4% -$238 ﹤0.01% 2852
2018
Q3 		$6K Sell
103
-22
-18% -$1.26K ﹤0.01% 3135
2018
Q2 		$6K Buy
+125
New +$6.19K ﹤0.01% 3170
2016
Q1 		– Sell
-127
Closed -$2K – 2992
2015
Q4 		$2K Buy
+127
New +$2.56K ﹤0.01% 3342

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

IFP Advisors's MMSI Position: Q2 2026 in Review

IFP Advisors increased its Merit Medical Systems (MMSI) stake by 9.2% in Q2 2026, buying an estimated $2.04K and bringing the position to 368 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

IFP Advisors first reported a position in MMSI in Q4 2015 and has held it in 19 quarters since. The position peaked at $44.5K in Q2 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • IFP Advisors held 368 shares of Merit Medical Systems worth $25.5K as of Q2 2026.
  • IFP Advisors bought 31 Merit Medical Systems shares in Q2 2026, an estimated $2.04K.
  • Merit Medical Systems made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2821 holding.
  • IFP Advisors first reported a position in Merit Medical Systems in Q4 2015 and has held it in 19 quarters since.
  • IFP Advisors's Merit Medical Systems position peaked at $44.5K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.