Mirabella Financial Services’s Merit Medical Systems MMSI Stock Holding History

Mirabella Financial Services’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	$507K	Sell	7,319 -4,587	-39%	-$303K	0.05%	252
2026 Q1	$821K	Buy	+11,906	New	+$930K	0.08%	164
2025 Q4	–	Sell	-3,430	Closed	-$285K	–	742
2025 Q3	$285K	Buy	+3,430	New	+$299K	0.02%	197
2023 Q2	–	Sell	-3,798	Closed	-$281K	–	596
2023 Q1	$281K	Buy	+3,798	New	+$266K	0.04%	288

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

Mirabella Financial Services's MMSI Position: Q2 2026 in Review

Mirabella Financial Services reduced its Merit Medical Systems (MMSI) stake by 39% in Q2 2026, selling an estimated $303K and leaving 7,319 shares worth $507K. The position accounts for 0.05% of the portfolio, ranked #252.

Mirabella Financial Services first reported a position in MMSI in Q1 2023 and has held it in 4 quarters since. The position peaked at $821K in Q1 2026. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Mirabella Financial Services held 7,319 shares of Merit Medical Systems worth $507K as of Q2 2026.
Mirabella Financial Services sold 4,587 Merit Medical Systems shares in Q2 2026, an estimated $303K.
Merit Medical Systems made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #252 holding.
Mirabella Financial Services first reported a position in Merit Medical Systems in Q1 2023 and has held it in 4 quarters since.
Mirabella Financial Services's Merit Medical Systems position peaked at $821K in Q1 2026.
403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.