ORG Wealth Partners’s Merit Medical Systems MMSI Stock Holding History

ORG Wealth Partners’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 Q3	$344	Buy	+4	New	+$335	﹤0.01%	2206

Other funds holding MMSI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

ORG Wealth Partners's MMSI Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Merit Medical Systems (MMSI) in Q3 2026: 4 shares worth $344. The stake represents ﹤0.01% of the portfolio and ranks #2206 among its holdings.

296 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

ORG Wealth Partners held 4 shares of Merit Medical Systems worth $344 as of Q3 2026.
Merit Medical Systems was a new ORG Wealth Partners position in Q3 2026.
Merit Medical Systems made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2206 holding.
296 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.