Mount Yale Investment Advisors’s Merit Medical Systems MMSI Stock Holding History

Mount Yale Investment 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 Q1	$353K	Buy	+5,125	New	+$400K	0.01%	827
2025 Q4	–	Sell	-2,547	Closed	-$212K	–	778
2025 Q3	$212K	Sell	2,547 -1,084	-30%	-$94.4K	0.01%	616
2025 Q2	$339K	Sell	3,631 -372	-9%	-$35.2K	0.03%	425
2025 Q1	$423K	Buy	4,003 +869	+28%	+$89.6K	0.04%	361
2024 Q4	$303K	Buy	3,134 +4	+0.1%	+$399	0.02%	441
2024 Q3	$309K	Buy	+3,130	New	+$286K	0.03%	424
2018 Q4	–	Sell	-2,946	Closed	-$180K	–	588
2018 Q3	$180K	Sell	2,946 -482	-14%	-$27.7K	0.03%	309
2018 Q2	$176K	Sell	3,428 -5	-0.1%	-$248	0.03%	316
2018 Q1	$156K	Buy	+3,433	New	+$155K	0.03%	327

Other funds holding MMSI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM