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

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Significant Wealth Partners's MMSI Position: Q2 2026 in Review

Significant Wealth Partners increased its Merit Medical Systems (MMSI) stake by 5.1% in Q2 2026, buying an estimated $11.2K and bringing the position to 3,534 shares worth $245K. The position accounts for 0.27% of the portfolio, ranked #86.

Significant Wealth Partners first reported a position in MMSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $542K in Q3 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Significant Wealth Partners held 3,534 shares of Merit Medical Systems worth $245K as of Q2 2026.
Significant Wealth Partners bought 170 Merit Medical Systems shares in Q2 2026, an estimated $11.2K.
Merit Medical Systems made up 0.27% of Significant Wealth Partners's portfolio in Q2 2026, its #86 holding.
Significant Wealth Partners first reported a position in Merit Medical Systems in Q4 2024 and has held it in 7 quarters since.
Significant Wealth Partners's Merit Medical Systems position peaked at $542K in Q3 2025.
405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.