Peak Retirement Planning’s Merit Medical Systems MMSI Stock Holding History

Peak Retirement Planning’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	$5.13M	Buy	74,008 +28,865	+64%	+$1.9M	0.81%	28
2026 Q1	$3.11M	Buy	45,143 +12,671	+39%	+$990K	0.62%	42
2025 Q4	$2.86M	Buy	32,472 +8,494	+35%	+$723K	0.67%	28
2025 Q3	$2M	Buy	23,978 +8,552	+55%	+$745K	0.56%	45
2025 Q2	$1.44M	Buy	15,426 +4,371	+40%	+$414K	0.58%	39
2025 Q1	$1.17M	Buy	11,055 +2,004	+22%	+$207K	0.65%	27
2024 Q4	$875K	Buy	+9,051	New	+$902K	0.59%	50

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Peak Retirement Planning's MMSI Position: Q2 2026 in Review

Peak Retirement Planning increased its Merit Medical Systems (MMSI) stake by 64% in Q2 2026, buying an estimated $1.9M and bringing the position to 74,008 shares worth $5.13M. The position accounts for 0.81% of the portfolio, ranked #28.

Peak Retirement Planning first reported a position in MMSI in Q4 2024 and has held it in 7 quarters since. 402 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Peak Retirement Planning held 74,008 shares of Merit Medical Systems worth $5.13M as of Q2 2026.
Peak Retirement Planning bought 28,865 Merit Medical Systems shares in Q2 2026, an estimated $1.9M.
Merit Medical Systems made up 0.81% of Peak Retirement Planning's portfolio in Q2 2026, its #28 holding.
Peak Retirement Planning first reported a position in Merit Medical Systems in Q4 2024 and has held it in 7 quarters since.
402 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.