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Legacy Financial Strategies’s Merit Medical Systems MMSI Stock Holding History

Legacy Financial Strategies’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
2025
Q3 		– Sell
-2,250
Closed -$210K – 139
2025
Q2 		$210K Buy
+2,250
New +$213K 0.04% 122

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Legacy Financial Strategies's MMSI Position: Q3 2025 in Review

Legacy Financial Strategies sold out of Merit Medical Systems (MMSI) in Q3 2025, closing a stake of 2,250 shares — an estimated $210K sold.

Legacy Financial Strategies first reported a position in MMSI in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 378 funds tracked by Wall St. Rank hold MMSI as of Q3 2025.

  • Legacy Financial Strategies reported no remaining Merit Medical Systems position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Strategies sold 2,250 Merit Medical Systems shares in Q3 2025, an estimated $210K.
  • Legacy Financial Strategies first reported a position in Merit Medical Systems in Q2 2025 and held it in 1 quarter.
  • Legacy Financial Strategies's Merit Medical Systems position peaked at $210K in Q2 2025.
  • 378 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2025.

Based on Legacy Financial Strategies's 13F filing for Q3 2025, filed 6 Nov 2025.