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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Personal CFO Solutions's MMSI Position: Q1 2026 in Review

Personal CFO Solutions increased its Merit Medical Systems (MMSI) stake by 11% in Q1 2026, buying an estimated $24.6K and bringing the position to 3,290 shares worth $227K. 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 2 quarters since. The position peaked at $262K in Q4 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Personal CFO Solutions held 3,290 shares of Merit Medical Systems worth $227K as of Q1 2026.
  • Personal CFO Solutions bought 315 Merit Medical Systems shares in Q1 2026, an estimated $24.6K.
  • Merit Medical Systems made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #468 holding.
  • Personal CFO Solutions first reported a position in Merit Medical Systems in Q4 2025 and has held it in 2 quarters since.
  • Personal CFO Solutions's Merit Medical Systems position peaked at $262K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.