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JFS Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

JFS Wealth 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 		$3.4K Buy
49
+3
+7% +$198 ﹤0.01% 1437
2026
Q1 		$3.17K Buy
46
+3
+7% +$234 ﹤0.01% 1360
2025
Q4 		$3.79K Buy
43
+10
+30% +$851 ﹤0.01% 1344
2025
Q3 		$2.75K Hold
33
– – ﹤0.01% 1347
2025
Q2 		$3.08K Hold
33
– – ﹤0.01% 1261
2025
Q1 		$3.49K Hold
33
– – ﹤0.01% 1272
2024
Q4 		$3.19K Hold
33
– – ﹤0.01% 1295
2024
Q3 		$3.26K Buy
33
+1
+3% +$92 ﹤0.01% 1280
2024
Q2 		$2.75K Hold
32
– – ﹤0.01% 1311
2024
Q1 		$2.42K Hold
32
– – ﹤0.01% 1373
2023
Q4 		$2.43K Buy
32
+1
+3% +$70 ﹤0.01% 1343
2023
Q3 		$2.14K Sell
31
-2
-6% -$144 ﹤0.01% 1336
2023
Q2 		$2.76K Hold
33
– – ﹤0.01% 1260
2023
Q1 		$2.44K Buy
33
+1
+3% +$70 ﹤0.01% 1284
2022
Q4 		$2.26K Buy
32
+2
+7% +$133 ﹤0.01% 1328
2022
Q3 		$2K Buy
30
+9
+43% +$518 ﹤0.01% 1352
2022
Q2 		$1K Sell
21
-2
-9% -$122 ﹤0.01% 1585
2022
Q1 		$2K Buy
23
+13
+130% +$782 ﹤0.01% 1449
2021
Q4 		$1K Buy
+10
New +$670 ﹤0.01% 1455

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

JFS Wealth Advisors's MMSI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Merit Medical Systems (MMSI) stake by 6.5% in Q2 2026, buying an estimated $198 and bringing the position to 49 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

JFS Wealth Advisors first reported a position in MMSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.79K in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • JFS Wealth Advisors held 49 shares of Merit Medical Systems worth $3.4K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Merit Medical Systems shares in Q2 2026, an estimated $198.
  • Merit Medical Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1437 holding.
  • JFS Wealth Advisors first reported a position in Merit Medical Systems in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Merit Medical Systems position peaked at $3.79K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.