SageView Advisory Group’s Merit Medical Systems MMSI Stock Holding History

SageView Advisory 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	$454K	Buy	6,544 +1,441	+28%	+$95.1K	0.01%	384
2026 Q1	$352K	Sell	5,103 -32	-0.6%	-$2.5K	0.01%	429
2025 Q4	$453K	Sell	5,135 -43	-0.8%	-$3.66K	0.02%	379
2025 Q3	$431K	Buy	5,178 +39	+0.8%	+$3.4K	0.01%	418
2025 Q2	$434K	Buy	5,139 +74	+1%	+$7.01K	0.02%	400
2025 Q1	$535K	Buy	5,065 +153	+3%	+$15.8K	0.02%	335
2024 Q4	$475K	Buy	4,912 +86	+2%	+$8.57K	0.02%	350
2024 Q3	$477K	Buy	4,826 +1,331	+38%	+$122K	0.02%	307
2024 Q2	$300K	Buy	+3,495	New	+$275K	0.01%	429
2024 Q1	–	Sell	-3,262	Closed	-$258K	–	672
2023 Q4	$258K	Sell	3,262 -1,200	-27%	-$83.8K	0.01%	556
2023 Q3	$308K	Buy	4,462 +36	+0.8%	+$2.59K	0.02%	418
2023 Q2	$370K	Buy	4,426 +430	+11%	+$35K	0.02%	405
2023 Q1	$296K	Buy	3,996 +93	+2%	+$6.53K	0.02%	390
2022 Q4	$276K	Buy	+3,903	New	+$261K	0.02%	341

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

SageView Advisory Group's MMSI Position: Q2 2026 in Review

SageView Advisory Group increased its Merit Medical Systems (MMSI) stake by 28% in Q2 2026, buying an estimated $95.1K and bringing the position to 6,544 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #384.

SageView Advisory Group first reported a position in MMSI in Q4 2022 and has held it in 14 quarters since. The position peaked at $535K in Q1 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

SageView Advisory Group held 6,544 shares of Merit Medical Systems worth $454K as of Q2 2026.
SageView Advisory Group bought 1,441 Merit Medical Systems shares in Q2 2026, an estimated $95.1K.
Merit Medical Systems made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #384 holding.
SageView Advisory Group first reported a position in Merit Medical Systems in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Merit Medical Systems position peaked at $535K in Q1 2025.
405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.