Physician Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.12K Buy
45
+39
+650% +$2.57K ﹤0.01% 1308
2026
Q1
$414 Buy
+6
New +$469 ﹤0.01% 1981
2025
Q3
Sell
-9
Closed -$842 1987
2025
Q2
$842 Buy
+9
New +$853 ﹤0.01% 1532

Other funds holding MMSI

Physician Wealth Advisors's MMSI Position: Q2 2026 in Review

Physician Wealth Advisors increased its Merit Medical Systems (MMSI) stake by 650% in Q2 2026, buying an estimated $2.57K and bringing the position to 45 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Physician Wealth Advisors first reported a position in MMSI in Q2 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Physician Wealth Advisors held 45 shares of Merit Medical Systems worth $3.12K as of Q2 2026.
  • Physician Wealth Advisors bought 39 Merit Medical Systems shares in Q2 2026, an estimated $2.57K.
  • Merit Medical Systems made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1308 holding.
  • Physician Wealth Advisors first reported a position in Merit Medical Systems in Q2 2025 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.