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Pinnacle Wealth Planning Services’s Merit Medical Systems MMSI Stock Holding History

Pinnacle Wealth Planning Services’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 		$29.5K Sell
426
-12
-3% -$792 ﹤0.01% 1598
2026
Q1 		$30.2K Sell
438
-837
-66% -$65.4K ﹤0.01% 1480
2025
Q4 		$112K Buy
+1,275
New +$109K 0.01% 716
2025
Q3 		– Sell
-2,637
Closed -$247K – 499
2025
Q2 		$247K Buy
+2,637
New +$250K 0.03% 355
2021
Q1 		– Sell
-158
Closed -$9K – 1314
2020
Q4 		$9K Buy
+158
New +$8.15K ﹤0.01% 1435

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

Pinnacle Wealth Planning Services's MMSI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Merit Medical Systems (MMSI) stake by 2.7% in Q2 2026, selling an estimated $792 and leaving 426 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Pinnacle Wealth Planning Services first reported a position in MMSI in Q4 2020 and has held it in 5 quarters since. The position peaked at $247K in Q2 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 426 shares of Merit Medical Systems worth $29.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 12 Merit Medical Systems shares in Q2 2026, an estimated $792.
  • Merit Medical Systems made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1598 holding.
  • Pinnacle Wealth Planning Services first reported a position in Merit Medical Systems in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Merit Medical Systems position peaked at $247K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.