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Investors Portfolio Services’s Merit Medical Systems MMSI Stock Holding History

Investors Portfolio Services’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 		$347 Hold
5
– – ﹤0.01% 598
2026
Q1 		$313 Buy
+5
New +$391 ﹤0.01% 633

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

Investors Portfolio Services's MMSI Position: Q2 2026 in Review

Investors Portfolio Services held its Merit Medical Systems (MMSI) position steady in Q2 2026 at 5 shares worth $347. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Investors Portfolio Services first reported a position in MMSI in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Investors Portfolio Services held 5 shares of Merit Medical Systems worth $347 as of Q2 2026.
  • Investors Portfolio Services left its Merit Medical Systems share count unchanged in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #598 holding.
  • Investors Portfolio Services first reported a position in Merit Medical Systems in Q1 2026 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.