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Oakmont Advisory Group’s Merit Medical Systems MMSI Stock Holding History

Oakmont Advisory Group’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 		$398K Buy
5,743
+968
+20% +$63.9K 0.33% 74
2026
Q1 		$329K Buy
4,775
+800
+20% +$62.5K 0.34% 82
2025
Q4 		$350K Buy
+3,975
New +$338K 0.37% 69

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

Oakmont Advisory Group's MMSI Position: Q2 2026 in Review

Oakmont Advisory Group increased its Merit Medical Systems (MMSI) stake by 20% in Q2 2026, buying an estimated $63.9K and bringing the position to 5,743 shares worth $398K. The position accounts for 0.33% of the portfolio, ranked #74.

Oakmont Advisory Group first reported a position in MMSI in Q4 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Oakmont Advisory Group held 5,743 shares of Merit Medical Systems worth $398K as of Q2 2026.
  • Oakmont Advisory Group bought 968 Merit Medical Systems shares in Q2 2026, an estimated $63.9K.
  • Merit Medical Systems made up 0.33% of Oakmont Advisory Group's portfolio in Q2 2026, its #74 holding.
  • Oakmont Advisory Group first reported a position in Merit Medical Systems in Q4 2025 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.