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Significant Wealth Partners’s Merit Medical Systems MMSI Stock Holding History

Significant Wealth 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 		$245K Buy
3,534
+170
+5% +$11.2K 0.27% 86
2026
Q1 		$232K Buy
3,364
+316
+10% +$24.7K 0.29% 84
2025
Q4 		$269K Sell
3,048
-3,467
-53% -$295K 0.3% 43
2025
Q3 		$542K Buy
6,515
+1,617
+33% +$141K 0.27% 37
2025
Q2 		$458K Buy
4,898
+171
+4% +$16.2K 0.22% 37
2025
Q1 		$500K Buy
4,727
+705
+18% +$72.7K 0.26% 28
2024
Q4 		$389K Buy
+4,022
New +$401K 0.2% 35

Other funds holding MMSI

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return