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Retirement Wealth Solutions’s Merit Medical Systems MMSI Stock Holding History

Retirement Wealth Solutions’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 		$2.77K Buy
40
+24
+150% +$1.58K ﹤0.01% 457
2026
Q1 		$1.1K Sell
16
-32
-67% -$2.5K ﹤0.01% 622
2025
Q4 		$4.23K Buy
48
+11
+30% +$936 ﹤0.01% 333
2025
Q3 		$3.08K Buy
+37
New +$3.22K ﹤0.01% 386

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

Retirement Wealth Solutions's MMSI Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Merit Medical Systems (MMSI) stake by 150% in Q2 2026, buying an estimated $1.58K and bringing the position to 40 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Retirement Wealth Solutions first reported a position in MMSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.23K in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Retirement Wealth Solutions held 40 shares of Merit Medical Systems worth $2.77K as of Q2 2026.
  • Retirement Wealth Solutions bought 24 Merit Medical Systems shares in Q2 2026, an estimated $1.58K.
  • Merit Medical Systems made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #457 holding.
  • Retirement Wealth Solutions first reported a position in Merit Medical Systems in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Merit Medical Systems position peaked at $4.23K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.