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Moody National Bank Trust Division’s Merit Medical Systems MMSI Stock Holding History

Moody National Bank Trust Division’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 		$203K Buy
+2,359
New +$197K 0.02% 490
2019
Q1 		– Sell
-85
Closed -$5K – 1316
2018
Q4 		$5K Buy
+85
New +$5.05K ﹤0.01% 803

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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

Moody National Bank Trust Division's MMSI Position: Q3 2026 in Review

Moody National Bank Trust Division opened a new position in Merit Medical Systems (MMSI) in Q3 2026: 2,359 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #490 among its holdings. This is a return to the name: Moody National Bank Trust Division previously reported a position in MMSI as recently as Q4 2018.

Moody National Bank Trust Division first reported a position in MMSI in Q4 2018 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Moody National Bank Trust Division held 2,359 shares of Merit Medical Systems worth $203K as of Q3 2026.
  • Merit Medical Systems was a new Moody National Bank Trust Division position in Q3 2026.
  • Merit Medical Systems made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #490 holding.
  • Moody National Bank Trust Division first reported a position in Merit Medical Systems in Q4 2018 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.