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Twin Peaks Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

Twin Peaks Wealth 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
Q1 		$7.38K Buy
+107
New +$8.36K ﹤0.01% 1213
2025
Q3 		– Sell
-237
Closed -$20.1K – 1351
2025
Q2 		$20.1K Buy
+237
New +$22.5K 0.01% 608

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Twin Peaks Wealth Advisors's MMSI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Merit Medical Systems (MMSI) in Q1 2026: 107 shares worth $7.38K. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MMSI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MMSI in Q2 2025 and has held it in 2 quarters since. The position peaked at $20.1K in Q2 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 107 shares of Merit Medical Systems worth $7.38K as of Q1 2026.
  • Merit Medical Systems was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Merit Medical Systems made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1213 holding.
  • Twin Peaks Wealth Advisors first reported a position in Merit Medical Systems in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Merit Medical Systems position peaked at $20.1K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.