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Kohmann Bosshard Financial Services’s Merit Medical Systems MMSI Stock Holding History

Kohmann Bosshard Financial 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
Q1 		– Sell
-537
Closed -$47.3K – 446
2025
Q4 		$47.3K Buy
+537
New +$45.7K ﹤0.01% 548
2025
Q1 		– Sell
-537
Closed -$51.9K – 586
2024
Q4 		$51.9K Buy
+537
New +$53.5K 0.01% 325

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Kohmann Bosshard Financial Services's MMSI Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Merit Medical Systems (MMSI) in Q1 2026, closing a stake of 537 shares — an estimated $47.3K sold.

Kohmann Bosshard Financial Services first reported a position in MMSI in Q4 2024 and held it in 2 quarters. The position peaked at $51.9K in Q4 2024. 400 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Merit Medical Systems position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 537 Merit Medical Systems shares in Q1 2026, an estimated $47.3K.
  • Kohmann Bosshard Financial Services first reported a position in Merit Medical Systems in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Merit Medical Systems position peaked at $51.9K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.