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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return