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Personal CFO Solutions’s Merit Medical Systems MMSI Stock Holding History

Personal CFO Solutions’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 		$240K Buy
3,455
+165
+5% +$10.9K 0.03% 468
2026
Q1 		$227K Buy
3,290
+315
+11% +$24.6K 0.03% 468
2025
Q4 		$262K Buy
+2,975
New +$253K 0.04% 418

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

Personal CFO Solutions's MMSI Position: Q2 2026 in Review

Personal CFO Solutions increased its Merit Medical Systems (MMSI) stake by 5% in Q2 2026, buying an estimated $10.9K and bringing the position to 3,455 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #468.

Personal CFO Solutions first reported a position in MMSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Personal CFO Solutions held 3,455 shares of Merit Medical Systems worth $240K as of Q2 2026.
  • Personal CFO Solutions bought 165 Merit Medical Systems shares in Q2 2026, an estimated $10.9K.
  • Merit Medical Systems made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #468 holding.
  • Personal CFO Solutions first reported a position in Merit Medical Systems in Q4 2025 and has held it in 3 quarters since.
  • Personal CFO Solutions's Merit Medical Systems position peaked at $262K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.