Root Financial Partners
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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
Q3 		$13.1K Buy
+152
New +$12.7K ﹤0.01% 1776
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 +$7.06K ﹤0.01% 1603

Other funds holding MMSI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Root Financial Partners's MMSI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Merit Medical Systems (MMSI) in Q3 2026: 152 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #1776 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MMSI as recently as Q1 2026.

Root Financial Partners first reported a position in MMSI in Q3 2025 and has held it in 4 quarters since. 338 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Root Financial Partners held 152 shares of Merit Medical Systems worth $13.1K as of Q3 2026.
  • Merit Medical Systems was a new Root Financial Partners position in Q3 2026.
  • Merit Medical Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1776 holding.
  • Root Financial Partners first reported a position in Merit Medical Systems in Q3 2025 and has held it in 4 quarters since.
  • 338 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.