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Keating Financial Advisory Services’s Merit Medical Systems MMSI Stock Holding History

Keating Financial Advisory 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 		$11.5K Buy
166
+48
+41% +$3.17K ﹤0.01% 1191
2026
Q1 		$8.13K Buy
118
+5
+4% +$391 ﹤0.01% 1211
2025
Q4 		$9.96K Buy
+113
New +$9.62K ﹤0.01% 1093

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

Keating Financial Advisory Services's MMSI Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Merit Medical Systems (MMSI) stake by 41% in Q2 2026, buying an estimated $3.17K and bringing the position to 166 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Keating Financial Advisory Services first reported a position in MMSI in Q4 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Keating Financial Advisory Services held 166 shares of Merit Medical Systems worth $11.5K as of Q2 2026.
  • Keating Financial Advisory Services bought 48 Merit Medical Systems shares in Q2 2026, an estimated $3.17K.
  • Merit Medical Systems made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1191 holding.
  • Keating Financial Advisory Services first reported a position in Merit Medical Systems in Q4 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.