Keebeck Wealth Management
MMSI icon

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
Q3 		$554K Buy
6,430
+1,979
+44% +$166K 0.05% 237
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Keebeck Wealth Management's MMSI Position: Q3 2026 in Review

Keebeck Wealth Management increased its Merit Medical Systems (MMSI) stake by 44% in Q3 2026, buying an estimated $166K and bringing the position to 6,430 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #237.

Keebeck Wealth Management first reported a position in MMSI in Q1 2025 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Keebeck Wealth Management held 6,430 shares of Merit Medical Systems worth $554K as of Q3 2026.
  • Keebeck Wealth Management bought 1,979 Merit Medical Systems shares in Q3 2026, an estimated $166K.
  • Merit Medical Systems made up 0.05% of Keebeck Wealth Management's portfolio in Q3 2026, its #237 holding.
  • Keebeck Wealth Management first reported a position in Merit Medical Systems in Q1 2025 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.