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New Age Alpha Advisors’s Merit Medical Systems MMSI Stock Holding History

New Age Alpha 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 		$111K Sell
1,601
-64
-4% -$4.22K ﹤0.01% 835
2026
Q1 		$115K Sell
1,665
-44
-3% -$3.44K 0.01% 678
2025
Q4 		$151K Sell
1,709
-1,110
-39% -$94.5K 0.01% 649
2025
Q3 		$235K Sell
2,819
-65
-2% -$5.66K 0.01% 602
2025
Q2 		$270K Sell
2,884
-96
-3% -$9.1K 0.01% 566
2025
Q1 		$315K Sell
2,980
-1,301
-30% -$134K 0.01% 570
2024
Q4 		$414K Buy
+4,281
New +$427K 0.02% 556

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

New Age Alpha Advisors's MMSI Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Merit Medical Systems (MMSI) stake by 3.8% in Q2 2026, selling an estimated $4.22K and leaving 1,601 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

New Age Alpha Advisors first reported a position in MMSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $414K in Q4 2024. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • New Age Alpha Advisors held 1,601 shares of Merit Medical Systems worth $111K as of Q2 2026.
  • New Age Alpha Advisors sold 64 Merit Medical Systems shares in Q2 2026, an estimated $4.22K.
  • Merit Medical Systems made up ﹤0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #835 holding.
  • New Age Alpha Advisors first reported a position in Merit Medical Systems in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Merit Medical Systems position peaked at $414K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.