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Spire Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Spire Wealth 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 		$18.2K Buy
+262
New +$17.3K ﹤0.01% 1469
2025
Q2 		– Sell
-101
Closed -$10.7K – 2496
2025
Q1 		$10.7K Buy
+101
New +$10.4K ﹤0.01% 1818
2023
Q2 		– Sell
-23
Closed -$1.7K – 2476
2023
Q1 		$1.7K Sell
23
-32
-58% -$2.25K ﹤0.01% 2295
2022
Q4 		$4K Buy
+55
New +$3.67K ﹤0.01% 1907

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

Spire Wealth Management's MMSI Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 262 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #1469 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in MMSI as recently as Q1 2025.

Spire Wealth Management first reported a position in MMSI in Q4 2022 and has held it in 4 quarters since. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Spire Wealth Management held 262 shares of Merit Medical Systems worth $18.2K as of Q2 2026.
  • Merit Medical Systems was a new Spire Wealth Management position in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1469 holding.
  • Spire Wealth Management first reported a position in Merit Medical Systems in Q4 2022 and has held it in 4 quarters since.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.