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MOKAN Wealth Management’s Merit Medical Systems MMSI Stock Holding History

MOKAN Wealth Management’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 		– Sell
-7,844
Closed -$541K – 115
2026
Q1 		$541K Buy
7,844
+4,623
+144% +$361K 0.24% 94
2025
Q4 		$284K Buy
+3,221
New +$274K 0.13% 81

Other funds holding MMSI

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MOKAN Wealth Management's MMSI Position: Q2 2026 in Review

MOKAN Wealth Management sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 7,844 shares — an estimated $541K sold.

MOKAN Wealth Management first reported a position in MMSI in Q4 2025 and held it in 2 quarters. The position peaked at $541K in Q1 2026. 126 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • MOKAN Wealth Management reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 7,844 Merit Medical Systems shares in Q2 2026, an estimated $541K.
  • MOKAN Wealth Management first reported a position in Merit Medical Systems in Q4 2025 and held it in 2 quarters.
  • MOKAN Wealth Management's Merit Medical Systems position peaked at $541K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.