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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
Q2 		– Sell
-107
Closed -$7.38K – 1427
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 $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

Twin Peaks Wealth Advisors's MMSI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 107 shares — an estimated $7.38K sold.

Twin Peaks Wealth Advisors first reported a position in MMSI in Q2 2025 and held it in 2 quarters. The position peaked at $20.1K in Q2 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 107 Merit Medical Systems shares in Q2 2026, an estimated $7.38K.
  • Twin Peaks Wealth Advisors first reported a position in Merit Medical Systems in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Merit Medical Systems position peaked at $20.1K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.