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Parkworth Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Parkworth Wealth Management’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
Q2 		$93 Hold
1
– – ﹤0.01% 1150
2025
Q1 		$106 Hold
1
– – ﹤0.01% 921
2024
Q4 		$97 Buy
+1
New +$100 ﹤0.01% 987

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Parkworth Wealth Management's MMSI Position: Q2 2025 in Review

Parkworth Wealth Management held its Merit Medical Systems (MMSI) position steady in Q2 2025 at 1 share worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Parkworth Wealth Management first reported a position in MMSI in Q4 2024 and has held it in 3 quarters since. The position peaked at $106 in Q1 2025. 379 funds tracked by Wall St. Rank hold MMSI as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Merit Medical Systems worth $93 as of Q2 2025.
  • Parkworth Wealth Management left its Merit Medical Systems share count unchanged in Q2 2025.
  • Merit Medical Systems made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1150 holding.
  • Parkworth Wealth Management first reported a position in Merit Medical Systems in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Merit Medical Systems position peaked at $106 in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.