Medallion Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

Medallion Wealth Advisors’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 Q2	$171K	Buy	+633	New	+$41.8K	0.05%	261

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Medallion Wealth Advisors's MMSI Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 633 shares worth $171K. The stake represents 0.05% of the portfolio and ranks #261 among its holdings.

403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Medallion Wealth Advisors held 633 shares of Merit Medical Systems worth $171K as of Q2 2026.
Merit Medical Systems was a new Medallion Wealth Advisors position in Q2 2026.
Merit Medical Systems made up 0.05% of Medallion Wealth Advisors's portfolio in Q2 2026, its #261 holding.
403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.