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Opal Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

Opal Wealth 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
2025
Q3 		– Sell
-320
Closed -$29.9K – 408
2025
Q2 		$29.9K Buy
320
+24
+8% +$2.27K 0.01% 476
2025
Q1 		$31.3K Buy
+296
New +$30.5K 0.01% 435
2024
Q3 		– Sell
-333
Closed -$28.6K – 800
2024
Q2 		$28.6K Buy
+333
New +$26.2K 0.01% 429

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Opal Wealth Advisors's MMSI Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Merit Medical Systems (MMSI) in Q3 2025, closing a stake of 320 shares — an estimated $29.9K sold.

Opal Wealth Advisors first reported a position in MMSI in Q2 2024 and held it in 3 quarters. The position peaked at $31.3K in Q1 2025. 378 funds tracked by Wall St. Rank hold MMSI as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Merit Medical Systems position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 320 Merit Medical Systems shares in Q3 2025, an estimated $29.9K.
  • Opal Wealth Advisors first reported a position in Merit Medical Systems in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Merit Medical Systems position peaked at $31.3K in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.