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Transamerica Financial Advisors’s Merit Medical Systems MMSI Stock Holding History

Transamerica Financial Advisors’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 		$20.4K Sell
294
-26
-8% -$1.72K ﹤0.01% 873
2026
Q1 		$22.1K Buy
320
+100
+45% +$7.81K ﹤0.01% 788
2025
Q4 		$19.4K Buy
220
+30
+16% +$2.55K ﹤0.01% 729
2025
Q3 		$15.8K Buy
+190
New +$16.5K ﹤0.01% 641

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Transamerica Financial Advisors's MMSI Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Merit Medical Systems (MMSI) stake by 8.1% in Q2 2026, selling an estimated $1.72K and leaving 294 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Transamerica Financial Advisors first reported a position in MMSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.1K in Q1 2026. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Transamerica Financial Advisors held 294 shares of Merit Medical Systems worth $20.4K as of Q2 2026.
  • Transamerica Financial Advisors sold 26 Merit Medical Systems shares in Q2 2026, an estimated $1.72K.
  • Merit Medical Systems made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #873 holding.
  • Transamerica Financial Advisors first reported a position in Merit Medical Systems in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Merit Medical Systems position peaked at $22.1K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.