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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
Q2 		$376K Buy
5,425
+300
+6% +$19.8K 0.01% 891
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
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

Mount Yale Investment Advisors's MMSI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Merit Medical Systems (MMSI) stake by 5.9% in Q2 2026, buying an estimated $19.8K and bringing the position to 5,425 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #891.

Mount Yale Investment Advisors first reported a position in MMSI in Q1 2018 and has held it in 10 quarters since. The position peaked at $423K in Q1 2025. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Mount Yale Investment Advisors held 5,425 shares of Merit Medical Systems worth $376K as of Q2 2026.
  • Mount Yale Investment Advisors bought 300 Merit Medical Systems shares in Q2 2026, an estimated $19.8K.
  • Merit Medical Systems made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #891 holding.
  • Mount Yale Investment Advisors first reported a position in Merit Medical Systems in Q1 2018 and has held it in 10 quarters since.
  • Mount Yale Investment Advisors's Merit Medical Systems position peaked at $423K in Q1 2025.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.