JWM
MMSI icon

JPL Wealth Management’s Merit Medical Systems MMSI Stock Holding History

JPL Wealth Management’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% 1445
2026
Q1 		$345 Buy
+5
New +$391 ﹤0.01% 1351
2025
Q4 		– Sell
-5
Closed -$417 – 724
2025
Q3 		$417 Buy
+5
New +$435 ﹤0.01% 1096

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

JPL Wealth Management's MMSI Position: Q2 2026 in Review

JPL Wealth Management 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 #1445.

JPL Wealth Management first reported a position in MMSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $417 in Q3 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • JPL Wealth Management held 5 shares of Merit Medical Systems worth $347 as of Q2 2026.
  • JPL Wealth Management left its Merit Medical Systems share count unchanged in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1445 holding.
  • JPL Wealth Management first reported a position in Merit Medical Systems in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Merit Medical Systems position peaked at $417 in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.