Jones Financial Companies
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Jones Financial Companies’s Merit Medical Systems MMSI Stock Holding History

Jones Financial Companies’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 		$682K Buy
9,511
+6,905
+265% +$456K ﹤0.01% 2072
2026
Q1 		$179K Buy
2,606
+2,500
+2,358% +$195K ﹤0.01% 2445
2025
Q4 		$9.34K Buy
106
+2
+2% +$170 ﹤0.01% 3250
2025
Q3 		$8.34K Hold
104
– – ﹤0.01% 3158
2025
Q2 		$9.72K Buy
104
+3
+3% +$284 ﹤0.01% 2888
2025
Q1 		$10.5K Buy
+101
New +$10.4K ﹤0.01% 2680

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Jones Financial Companies's MMSI Position: Q2 2026 in Review

Jones Financial Companies increased its Merit Medical Systems (MMSI) stake by 265% in Q2 2026, buying an estimated $456K and bringing the position to 9,511 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Jones Financial Companies first reported a position in MMSI in Q1 2025 and has held it in 6 quarters since. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Jones Financial Companies held 9,511 shares of Merit Medical Systems worth $682K as of Q2 2026.
  • Jones Financial Companies bought 6,905 Merit Medical Systems shares in Q2 2026, an estimated $456K.
  • Merit Medical Systems made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2072 holding.
  • Jones Financial Companies first reported a position in Merit Medical Systems in Q1 2025 and has held it in 6 quarters since.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.