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TFC Financial Management’s Merit Medical Systems MMSI Stock Holding History

TFC Financial 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 		– Sell
-1
Closed -$69 – 1070
2026
Q1 		$69 Hold
1
– – ﹤0.01% 916
2025
Q4 		$89 Hold
1
– – ﹤0.01% 877
2025
Q3 		$84 Hold
1
– – ﹤0.01% 921
2025
Q2 		$94 Hold
1
– – ﹤0.01% 898
2025
Q1 		$106 Hold
1
– – ﹤0.01% 808
2024
Q4 		$97 Hold
1
– – ﹤0.01% 838
2024
Q3 		$99 Hold
1
– – ﹤0.01% 847
2024
Q2 		$86 Hold
1
– – ﹤0.01% 850
2024
Q1 		$76 Buy
+1
New +$77 ﹤0.01% 864

Other funds holding MMSI

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TFC Financial Management's MMSI Position: Q2 2026 in Review

TFC Financial Management sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 1 share — an estimated $69 sold.

TFC Financial Management first reported a position in MMSI in Q1 2024 and held it in 9 quarters. The position peaked at $106 in Q1 2025. 151 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • TFC Financial Management reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • TFC Financial Management sold 1 Merit Medical Systems share in Q2 2026, an estimated $69.
  • TFC Financial Management first reported a position in Merit Medical Systems in Q1 2024 and held it in 9 quarters.
  • TFC Financial Management's Merit Medical Systems position peaked at $106 in Q1 2025.
  • 151 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.