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Private Wealth Management Group’s Merit Medical Systems MMSI Stock Holding History

Private Wealth Management 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 		– Sell
-51
Closed -$3.52K – 1494
2026
Q1 		$3.52K Buy
+51
New +$3.98K ﹤0.01% 894

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Private Wealth Management Group's MMSI Position: Q2 2026 in Review

Private Wealth Management Group sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 51 shares — an estimated $3.52K sold.

Private Wealth Management Group first reported a position in MMSI in Q1 2026 and held it in 1 quarter. The position peaked at $3.52K in Q1 2026. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Private Wealth Management Group reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 51 Merit Medical Systems shares in Q2 2026, an estimated $3.52K.
  • Private Wealth Management Group first reported a position in Merit Medical Systems in Q1 2026 and held it in 1 quarter.
  • Private Wealth Management Group's Merit Medical Systems position peaked at $3.52K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.