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Sound Income Strategies’s Merit Medical Systems MMSI Stock Holding History

Sound Income Strategies’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 		– Sell
-8
Closed -$546 – 1643
2026
Q1 		$546 Sell
8
-45
-85% -$3.52K ﹤0.01% 2382
2025
Q4 		$4.36K Buy
+53
New +$4.51K ﹤0.01% 1867

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sound Income Strategies's MMSI Position: Q2 2026 in Review

Sound Income Strategies sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 8 shares — an estimated $546 sold.

Sound Income Strategies first reported a position in MMSI in Q4 2025 and held it in 2 quarters. The position peaked at $4.36K in Q4 2025. 289 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Sound Income Strategies reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 8 Merit Medical Systems shares in Q2 2026, an estimated $546.
  • Sound Income Strategies first reported a position in Merit Medical Systems in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Merit Medical Systems position peaked at $4.36K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.