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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
Q3 		$4.92K Buy
57
+17
+43% +$1.42K ﹤0.01% 386
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Retirement Wealth Solutions's MMSI Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Merit Medical Systems (MMSI) stake by 43% in Q3 2026, buying an estimated $1.42K and bringing the position to 57 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Retirement Wealth Solutions first reported a position in MMSI in Q3 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Retirement Wealth Solutions held 57 shares of Merit Medical Systems worth $4.92K as of Q3 2026.
  • Retirement Wealth Solutions bought 17 Merit Medical Systems shares in Q3 2026, an estimated $1.42K.
  • Merit Medical Systems made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #386 holding.
  • Retirement Wealth Solutions first reported a position in Merit Medical Systems in Q3 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.