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Smartleaf Asset Management’s Merit Medical Systems MMSI Stock Holding History

Smartleaf Asset Management’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 		$49.5K Hold
706
– – ﹤0.01% 1526
2026
Q1 		$48.5K Sell
706
-1,074
-60% -$83.9K ﹤0.01% 1463
2025
Q4 		$158K Buy
1,780
+117
+7% +$9.96K 0.01% 929
2025
Q3 		$134K Buy
1,663
+371
+29% +$32.3K 0.01% 912
2025
Q2 		$121K Sell
1,292
-38
-3% -$3.6K 0.01% 792
2025
Q1 		$138K Sell
1,330
-58
-4% -$5.98K 0.01% 699
2024
Q4 		$134K Buy
1,388
+977
+238% +$97.4K 0.01% 707
2024
Q3 		$40.1K Buy
411
+17
+4% +$1.56K ﹤0.01% 991
2024
Q2 		$32.9K Buy
394
+389
+7,780% +$30.6K 0.01% 855
2024
Q1 		$377 Buy
+5
New +$386 ﹤0.01% 1783

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

Smartleaf Asset Management's MMSI Position: Q2 2026 in Review

Smartleaf Asset Management held its Merit Medical Systems (MMSI) position steady in Q2 2026 at 706 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Smartleaf Asset Management first reported a position in MMSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $158K in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Smartleaf Asset Management held 706 shares of Merit Medical Systems worth $49.5K as of Q2 2026.
  • Smartleaf Asset Management left its Merit Medical Systems share count unchanged in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1526 holding.
  • Smartleaf Asset Management first reported a position in Merit Medical Systems in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Merit Medical Systems position peaked at $158K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.