Level Four Advisory Services’s Merit Medical Systems MMSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.23M Sell
17,791
-756
-4% -$49.9K 0.03% 407
2026
Q1
$1.28M Buy
18,547
+1,525
+9% +$119K 0.04% 374
2025
Q4
$1.5M Sell
17,022
-2,996
-15% -$255K 0.05% 334
2025
Q3
$1.67M Buy
20,018
+2,153
+12% +$188K 0.06% 307
2025
Q2
$1.67M Buy
17,865
+1,371
+8% +$130K 0.06% 281
2025
Q1
$1.74M Buy
16,494
+293
+2% +$30.2K 0.07% 261
2024
Q4
$1.57M Buy
16,201
+2,458
+18% +$245K 0.06% 272
2024
Q3
$1.36M Buy
13,743
+2,700
+24% +$247K 0.06% 291
2024
Q2
$949K Buy
+11,043
New +$868K 0.04% 345

Other funds holding MMSI

Level Four Advisory Services's MMSI Position: Q2 2026 in Review

Level Four Advisory Services reduced its Merit Medical Systems (MMSI) stake by 4.1% in Q2 2026, selling an estimated $49.9K and leaving 17,791 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #407.

Level Four Advisory Services first reported a position in MMSI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.74M in Q1 2025. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Level Four Advisory Services held 17,791 shares of Merit Medical Systems worth $1.23M as of Q2 2026.
  • Level Four Advisory Services sold 756 Merit Medical Systems shares in Q2 2026, an estimated $49.9K.
  • Merit Medical Systems made up 0.03% of Level Four Advisory Services's portfolio in Q2 2026, its #407 holding.
  • Level Four Advisory Services first reported a position in Merit Medical Systems in Q2 2024 and has held it in 9 quarters since.
  • Level Four Advisory Services's Merit Medical Systems position peaked at $1.74M in Q1 2025.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.