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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
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 $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

Pinnacle Wealth Planning Services's MMSI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Merit Medical Systems (MMSI) stake by 66% in Q1 2026, selling an estimated $65.4K and leaving 438 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Pinnacle Wealth Planning Services first reported a position in MMSI in Q4 2020 and has held it in 4 quarters since. The position peaked at $247K in Q2 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 438 shares of Merit Medical Systems worth $30.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 837 Merit Medical Systems shares in Q1 2026, an estimated $65.4K.
  • Merit Medical Systems made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1480 holding.
  • Pinnacle Wealth Planning Services first reported a position in Merit Medical Systems in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Merit Medical Systems position peaked at $247K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.