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

Keebeck 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 		$309K Sell
4,451
-1,851
-29% -$122K 0.03% 368
2026
Q1 		$434K Buy
6,302
+957
+18% +$74.8K 0.05% 249
2025
Q4 		$471K Buy
5,345
+1,734
+48% +$148K 0.05% 231
2025
Q3 		$301K Sell
3,611
-809
-18% -$70.5K 0.04% 302
2025
Q2 		$413K Buy
4,420
+2,452
+125% +$232K 0.05% 232
2025
Q1 		$208K Buy
+1,968
New +$203K 0.03% 262

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

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

Keebeck Wealth Management reduced its Merit Medical Systems (MMSI) stake by 29% in Q2 2026, selling an estimated $122K and leaving 4,451 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #368.

Keebeck Wealth Management first reported a position in MMSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $471K in Q4 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Keebeck Wealth Management held 4,451 shares of Merit Medical Systems worth $309K as of Q2 2026.
  • Keebeck Wealth Management sold 1,851 Merit Medical Systems shares in Q2 2026, an estimated $122K.
  • Merit Medical Systems made up 0.03% of Keebeck Wealth Management's portfolio in Q2 2026, its #368 holding.
  • Keebeck Wealth Management first reported a position in Merit Medical Systems in Q1 2025 and has held it in 6 quarters since.
  • Keebeck Wealth Management's Merit Medical Systems position peaked at $471K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.