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Journey Strategic Wealth’s Merit Medical Systems MMSI Stock Holding History

Journey Strategic 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
2025
Q3 		– Sell
-2,600
Closed -$243K – 754
2025
Q2 		$243K Buy
+2,600
New +$246K 0.01% 521

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Journey Strategic Wealth's MMSI Position: Q3 2025 in Review

Journey Strategic Wealth sold out of Merit Medical Systems (MMSI) in Q3 2025, closing a stake of 2,600 shares — an estimated $243K sold.

Journey Strategic Wealth first reported a position in MMSI in Q2 2025 and held it in 1 quarter. The position peaked at $243K in Q2 2025. 378 funds tracked by Wall St. Rank hold MMSI as of Q3 2025.

  • Journey Strategic Wealth reported no remaining Merit Medical Systems position as of Q3 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,600 Merit Medical Systems shares in Q3 2025, an estimated $243K.
  • Journey Strategic Wealth first reported a position in Merit Medical Systems in Q2 2025 and held it in 1 quarter.
  • Journey Strategic Wealth's Merit Medical Systems position peaked at $243K in Q2 2025.
  • 378 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.