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Portside Wealth Group’s Merit Medical Systems MMSI Stock Holding History

Portside Wealth Group’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 		$560K Buy
8,079
+2,625
+48% +$173K 0.07% 280
2026
Q1 		$376K Sell
5,454
-252
-4% -$19.7K 0.05% 325
2025
Q4 		$503K Buy
5,706
+1,515
+36% +$129K 0.07% 260
2025
Q3 		$349K Buy
4,191
+651
+18% +$56.7K 0.05% 336
2025
Q2 		$331K Sell
3,540
-76
-2% -$7.2K 0.05% 326
2025
Q1 		$382K Buy
3,616
+331
+10% +$34.1K 0.06% 276
2024
Q4 		$318K Buy
+3,285
New +$327K 0.05% 316

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

Portside Wealth Group's MMSI Position: Q2 2026 in Review

Portside Wealth Group increased its Merit Medical Systems (MMSI) stake by 48% in Q2 2026, buying an estimated $173K and bringing the position to 8,079 shares worth $560K. The position accounts for 0.07% of the portfolio, ranked #280.

Portside Wealth Group first reported a position in MMSI in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Portside Wealth Group held 8,079 shares of Merit Medical Systems worth $560K as of Q2 2026.
  • Portside Wealth Group bought 2,625 Merit Medical Systems shares in Q2 2026, an estimated $173K.
  • Merit Medical Systems made up 0.07% of Portside Wealth Group's portfolio in Q2 2026, its #280 holding.
  • Portside Wealth Group first reported a position in Merit Medical Systems in Q4 2024 and has held it in 7 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.