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MassMutual Private Wealth & Trust’s Merit Medical Systems MMSI Stock Holding History

MassMutual Private Wealth & Trust’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 		$11.8K Sell
137
-60
-30% -$5.02K ﹤0.01% 1267
2026
Q2 		$13.7K Sell
197
-41
-17% -$2.71K ﹤0.01% 1262
2026
Q1 		$16.4K Sell
238
-71
-23% -$5.55K ﹤0.01% 1163
2025
Q4 		$27.2K Buy
309
+14
+5% +$1.19K ﹤0.01% 997
2025
Q3 		$24.6K Sell
295
-80
-21% -$6.97K ﹤0.01% 1034
2025
Q2 		$35.1K Buy
375
+134
+56% +$12.7K ﹤0.01% 894
2025
Q1 		$25.5K Buy
241
+8
+3% +$825 ﹤0.01% 941
2024
Q4 		$22.5K Buy
233
+102
+78% +$10.2K ﹤0.01% 966
2024
Q3 		$12.9K Buy
131
+3
+2% +$275 ﹤0.01% 1050
2024
Q2 		$11K Buy
128
+9
+8% +$708 ﹤0.01% 1061
2024
Q1 		$9.01K Buy
119
+2
+2% +$154 ﹤0.01% 1071
2023
Q4 		$8.89K Sell
117
-20
-15% -$1.4K ﹤0.01% 1060
2023
Q3 		$9.46K Hold
137
– – ﹤0.01% 1030
2023
Q2 		$11.5K Hold
137
– – ﹤0.01% 923
2023
Q1 		$10.1K Buy
137
+80
+140% +$5.61K ﹤0.01% 936
2022
Q4 		$4K Hold
57
– – ﹤0.01% 1084
2022
Q3 		$3K Hold
57
– – ﹤0.01% 1109
2022
Q2 		$3K Hold
57
– – ﹤0.01% 1055
2022
Q1 		$4K Buy
+57
New +$3.43K ﹤0.01% 987
2021
Q3 		– Sell
-63
Closed -$4K – 1303
2021
Q2 		$4K Buy
+63
New +$3.9K ﹤0.01% 891
2019
Q4 		– Sell
-9,188
Closed -$280K – 855
2019
Q3 		$280K Buy
9,188
+2,255
+33% +$91.2K 0.02% 322
2019
Q2 		$413K Buy
6,933
+6,779
+4,402% +$389K 0.03% 284
2019
Q1 		$9.52K Buy
154
+120
+353% +$6.81K ﹤0.01% 601
2018
Q4 		$1.9K Hold
34
– – ﹤0.01% 844
2018
Q3 		$2.09K Hold
34
– – ﹤0.01% 825
2018
Q2 		$1.74K Hold
34
– – ﹤0.01% 904
2018
Q1 		$1.54K Buy
+34
New +$1.54K ﹤0.01% 874

Other funds holding MMSI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

MassMutual Private Wealth & Trust's MMSI Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Merit Medical Systems (MMSI) stake by 30% in Q3 2026, selling an estimated $5.02K and leaving 137 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

MassMutual Private Wealth & Trust first reported a position in MMSI in Q1 2018 and has held it in 27 quarters since. The position peaked at $413K in Q2 2019. 15 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • MassMutual Private Wealth & Trust held 137 shares of Merit Medical Systems worth $11.8K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 60 Merit Medical Systems shares in Q3 2026, an estimated $5.02K.
  • Merit Medical Systems made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1267 holding.
  • MassMutual Private Wealth & Trust first reported a position in Merit Medical Systems in Q1 2018 and has held it in 27 quarters since.
  • MassMutual Private Wealth & Trust's Merit Medical Systems position peaked at $413K in Q2 2019.
  • 15 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.