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Sequoia Financial Advisors’s Merit Medical Systems MMSI Stock Holding History

Sequoia Financial Advisors’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 		$282K Buy
+4,066
New +$268K ﹤0.01% 1715
2026
Q1 		– Sell
-4,101
Closed -$361K – 2012
2025
Q4 		$361K Buy
4,101
+1,501
+58% +$128K ﹤0.01% 1458
2025
Q3 		$216K Buy
2,600
+60
+2% +$5.23K ﹤0.01% 1594
2025
Q2 		$237K Buy
2,540
+48
+2% +$4.55K ﹤0.01% 1393
2025
Q1 		$263K Sell
2,492
-23
-0.9% -$2.37K ﹤0.01% 1119
2024
Q4 		$243K Buy
2,515
+29
+1% +$2.89K ﹤0.01% 1124
2024
Q3 		$246K Sell
2,486
-64
-3% -$5.86K ﹤0.01% 1073
2024
Q2 		$219K Sell
2,550
-1,891
-43% -$149K ﹤0.01% 1055
2024
Q1 		$336K Buy
+4,441
New +$343K ﹤0.01% 815

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

Sequoia Financial Advisors's MMSI Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 4,066 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #1715 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in MMSI as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in MMSI in Q1 2024 and has held it in 9 quarters since. The position peaked at $361K in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Sequoia Financial Advisors held 4,066 shares of Merit Medical Systems worth $282K as of Q2 2026.
  • Merit Medical Systems was a new Sequoia Financial Advisors position in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1715 holding.
  • Sequoia Financial Advisors first reported a position in Merit Medical Systems in Q1 2024 and has held it in 9 quarters since.
  • Sequoia Financial Advisors's Merit Medical Systems position peaked at $361K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.