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TD Private Client Wealth’s Merit Medical Systems MMSI Stock Holding History

TD Private Client Wealth’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 		$174K Buy
2,508
+258
+11% +$17K ﹤0.01% 692
2026
Q1 		$155K Sell
2,250
-112
-5% -$8.75K ﹤0.01% 700
2025
Q4 		$208K Buy
2,362
+939
+66% +$79.9K ﹤0.01% 650
2025
Q3 		$118K Sell
1,423
-793
-36% -$69.1K ﹤0.01% 728
2025
Q2 		$207K Buy
2,216
+97
+5% +$9.19K 0.01% 623
2025
Q1 		$224K Buy
2,119
+387
+22% +$39.9K 0.01% 578
2024
Q4 		$168K Hold
1,732
– – ﹤0.01% 635
2024
Q3 		$171K Buy
1,732
+211
+14% +$19.3K ﹤0.01% 635
2024
Q2 		$131K Hold
1,521
– – ﹤0.01% 647
2024
Q1 		$115K Buy
1,521
+460
+43% +$35.5K ﹤0.01% 668
2023
Q4 		$80.6K Buy
1,061
+118
+13% +$8.24K ﹤0.01% 725
2023
Q3 		$65.1K Sell
943
-63
-6% -$4.53K ﹤0.01% 726
2023
Q2 		$84.1K Buy
1,006
+120
+14% +$9.76K ﹤0.01% 691
2023
Q1 		$65.5K Buy
886
+44
+5% +$3.09K ﹤0.01% 722
2022
Q4 		$59.5K Buy
842
+431
+105% +$28.8K ﹤0.01% 707
2022
Q3 		$23.2K Hold
411
– – ﹤0.01% 882
2022
Q2 		$22.3K Hold
411
– – ﹤0.01% 895
2022
Q1 		$27.3K Buy
+411
New +$24.7K ﹤0.01% 890

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

TD Private Client Wealth's MMSI Position: Q2 2026 in Review

TD Private Client Wealth increased its Merit Medical Systems (MMSI) stake by 11% in Q2 2026, buying an estimated $17K and bringing the position to 2,508 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

TD Private Client Wealth first reported a position in MMSI in Q1 2022 and has held it in 18 quarters since. The position peaked at $224K in Q1 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • TD Private Client Wealth held 2,508 shares of Merit Medical Systems worth $174K as of Q2 2026.
  • TD Private Client Wealth bought 258 Merit Medical Systems shares in Q2 2026, an estimated $17K.
  • Merit Medical Systems made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #692 holding.
  • TD Private Client Wealth first reported a position in Merit Medical Systems in Q1 2022 and has held it in 18 quarters since.
  • TD Private Client Wealth's Merit Medical Systems position peaked at $224K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.