True Wealth Design
MMSI icon

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
Q3 		$8.54K Hold
99
– – ﹤0.01% 1139
2026
Q2 		$6.86K 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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Portside Wealth Group
Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

True Wealth Design's MMSI Position: Q3 2026 in Review

True Wealth Design held its Merit Medical Systems (MMSI) position steady in Q3 2026 at 99 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

True Wealth Design first reported a position in MMSI in Q1 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • True Wealth Design held 99 shares of Merit Medical Systems worth $8.54K as of Q3 2026.
  • True Wealth Design left its Merit Medical Systems share count unchanged in Q3 2026.
  • Merit Medical Systems made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1139 holding.
  • True Wealth Design first reported a position in Merit Medical Systems in Q1 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.