Sowell Financial Services’s Merit Medical Systems MMSI Stock Holding History

Sowell Financial Services’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	$307K	Sell	4,430 -49	-1%	-$3.23K	0.01%	865
2026 Q1	$309K	Buy	4,479 +37	+0.8%	+$2.89K	0.01%	828
2025 Q4	$392K	Buy	4,442 +87	+2%	+$7.41K	0.01%	727
2025 Q3	$362K	Buy	4,355 +174	+4%	+$15.2K	0.01%	750
2025 Q2	$391K	Buy	4,181 +73	+2%	+$6.92K	0.02%	684
2025 Q1	$434K	Buy	+4,108	New	+$424K	0.02%	618

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 $3.37T 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 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 $16.3B AUM 42.69% 1-Year Est. Return

Sowell Financial Services's MMSI Position: Q2 2026 in Review

Sowell Financial Services reduced its Merit Medical Systems (MMSI) stake by 1.1% in Q2 2026, selling an estimated $3.23K and leaving 4,430 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #865.

Sowell Financial Services first reported a position in MMSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $434K in Q1 2025. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Sowell Financial Services held 4,430 shares of Merit Medical Systems worth $307K as of Q2 2026.
Sowell Financial Services sold 49 Merit Medical Systems shares in Q2 2026, an estimated $3.23K.
Merit Medical Systems made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #865 holding.
Sowell Financial Services first reported a position in Merit Medical Systems in Q1 2025 and has held it in 6 quarters since.
Sowell Financial Services's Merit Medical Systems position peaked at $434K in Q1 2025.
404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.