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True Wealth Design’s Merit Medical Systems MMSI Stock Holding History

True Wealth Design’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 		$6.87K Buy
+99
New +$6.53K ﹤0.01% 1192
2025
Q4 		– Sell
-1
Closed -$84 – 2726
2025
Q3 		$84 Hold
1
– – ﹤0.01% 2486
2025
Q2 		$94 Hold
1
– – ﹤0.01% 2251
2025
Q1 		$106 Buy
+1
New +$103 ﹤0.01% 2171

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

True Wealth Design's MMSI Position: Q2 2026 in Review

True Wealth Design opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 99 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #1192 among its holdings. This is a return to the name: True Wealth Design previously reported a position in MMSI as recently as Q3 2025.

True Wealth Design first reported a position in MMSI in Q1 2025 and has held it in 4 quarters since. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • True Wealth Design held 99 shares of Merit Medical Systems worth $6.87K as of Q2 2026.
  • Merit Medical Systems was a new True Wealth Design position in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1192 holding.
  • True Wealth Design first reported a position in Merit Medical Systems in Q1 2025 and has held it in 4 quarters since.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.