Merit Financial Group
MMSI icon

Merit Financial Group’s Merit Medical Systems MMSI Stock Holding History

Merit Financial Group’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 		$546K Buy
6,328
+1,088
+21% +$91K ﹤0.01% 1524
2026
Q2 		$363K Buy
+5,240
New +$346K ﹤0.01% 1699

Other funds holding MMSI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Merit Financial Group's MMSI Position: Q3 2026 in Review

Merit Financial Group increased its Merit Medical Systems (MMSI) stake by 21% in Q3 2026, buying an estimated $91K and bringing the position to 6,328 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Merit Financial Group first reported a position in MMSI in Q2 2026 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Merit Financial Group held 6,328 shares of Merit Medical Systems worth $546K as of Q3 2026.
  • Merit Financial Group bought 1,088 Merit Medical Systems shares in Q3 2026, an estimated $91K.
  • Merit Medical Systems made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1524 holding.
  • Merit Financial Group first reported a position in Merit Medical Systems in Q2 2026 and has held it in 2 quarters since.
  • 237 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.