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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Keebeck Wealth Management's MMSI Position: Q1 2026 in Review

Keebeck Wealth Management increased its Merit Medical Systems (MMSI) stake by 18% in Q1 2026, buying an estimated $74.8K and bringing the position to 6,302 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #249.

Keebeck Wealth Management first reported a position in MMSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $471K in Q4 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Keebeck Wealth Management held 6,302 shares of Merit Medical Systems worth $434K as of Q1 2026.
  • Keebeck Wealth Management bought 957 Merit Medical Systems shares in Q1 2026, an estimated $74.8K.
  • Merit Medical Systems made up 0.05% of Keebeck Wealth Management's portfolio in Q1 2026, its #249 holding.
  • Keebeck Wealth Management first reported a position in Merit Medical Systems in Q1 2025 and has held it in 5 quarters since.
  • Keebeck Wealth Management's Merit Medical Systems position peaked at $471K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.