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Root Financial Partners’s Merit Medical Systems MMSI Stock Holding History

Root Financial Partners’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
-36
Closed -$2.48K – 2090
2026
Q1 		$2.48K Sell
36
-68
-65% -$5.31K ﹤0.01% 2222
2025
Q4 		$9.17K Buy
104
+23
+28% +$1.96K ﹤0.01% 1534
2025
Q3 		$6.74K Buy
+81
New +$7.05K ﹤0.01% 1603

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

Root Financial Partners's MMSI Position: Q2 2026 in Review

Root Financial Partners sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 36 shares — an estimated $2.48K sold.

Root Financial Partners first reported a position in MMSI in Q3 2025 and held it in 3 quarters. The position peaked at $9.17K in Q4 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Root Financial Partners reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 36 Merit Medical Systems shares in Q2 2026, an estimated $2.48K.
  • Root Financial Partners first reported a position in Merit Medical Systems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Merit Medical Systems position peaked at $9.17K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.