Truist Financial
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Truist Financial’s Merit Medical Systems MMSI Stock Holding History

Truist Financial’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 		$1.38M Buy
19,854
+1,233
+7% +$81.3K ﹤0.01% 1585
2026
Q1 		$1.28M Buy
18,621
+1,251
+7% +$97.7K ﹤0.01% 1577
2025
Q4 		$1.53M Buy
17,370
+2,654
+18% +$226K ﹤0.01% 1453
2025
Q3 		$1.22M Buy
14,716
+1,601
+12% +$139K ﹤0.01% 1576
2025
Q2 		$1.23M Sell
13,115
-745
-5% -$70.6K ﹤0.01% 1498
2025
Q1 		$1.47M Buy
13,860
+1,406
+11% +$145K ﹤0.01% 1364
2024
Q4 		$1.2M Buy
12,454
+1,744
+16% +$174K ﹤0.01% 1463
2024
Q3 		$1.06M Buy
10,710
+1,457
+16% +$133K ﹤0.01% 1494
2024
Q2 		$795K Buy
+9,253
New +$728K ﹤0.01% 1718
2023
Q3 		– Sell
-6,283
Closed -$526K – 2638
2023
Q2 		$526K Sell
6,283
-3,661
-37% -$298K ﹤0.01% 1924
2023
Q1 		$735K Buy
9,944
+7,093
+249% +$498K ﹤0.01% 1730
2022
Q4 		$201K Buy
+2,851
New +$190K ﹤0.01% 2411
2021
Q2 		– Sell
-3,521
Closed -$211K – 2769
2021
Q1 		$211K Sell
3,521
-2,385
-40% -$137K ﹤0.01% 2474
2020
Q4 		$328K Sell
5,906
-3,387
-36% -$175K ﹤0.01% 2104
2020
Q3 		$404K Sell
9,293
-838
-8% -$37.9K ﹤0.01% 1832
2020
Q2 		$463K Buy
10,131
+1,033
+11% +$41.7K ﹤0.01% 1656
2020
Q1 		$284K Buy
9,098
+955
+12% +$34K ﹤0.01% 1893
2019
Q4 		$254K Buy
8,143
+1,318
+19% +$37.7K ﹤0.01% 2244
2019
Q3 		$207K Buy
6,825
+3,411
+100% +$138K ﹤0.01% 752
2019
Q2 		$204K Buy
+3,414
New +$196K ﹤0.01% 750

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

Truist Financial's MMSI Position: Q2 2026 in Review

Truist Financial increased its Merit Medical Systems (MMSI) stake by 6.6% in Q2 2026, buying an estimated $81.3K and bringing the position to 19,854 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Truist Financial first reported a position in MMSI in Q2 2019 and has held it in 20 quarters since. The position peaked at $1.53M in Q4 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Truist Financial held 19,854 shares of Merit Medical Systems worth $1.38M as of Q2 2026.
  • Truist Financial bought 1,233 Merit Medical Systems shares in Q2 2026, an estimated $81.3K.
  • Merit Medical Systems made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1585 holding.
  • Truist Financial first reported a position in Merit Medical Systems in Q2 2019 and has held it in 20 quarters since.
  • Truist Financial's Merit Medical Systems position peaked at $1.53M in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.