UB
MMSI icon

UMB Bank’s Merit Medical Systems MMSI Stock Holding History

UMB Bank’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 		$33.1K Buy
477
+372
+354% +$24.5K ﹤0.01% 1484
2026
Q1 		$7.24K Sell
105
-199
-65% -$15.5K ﹤0.01% 1955
2025
Q4 		$26.8K Buy
304
+60
+25% +$5.11K ﹤0.01% 1458
2025
Q3 		$20.3K Buy
244
+20
+9% +$1.74K ﹤0.01% 1445
2025
Q2 		$20.9K Buy
224
+11
+5% +$1.04K ﹤0.01% 1363
2025
Q1 		$22.5K Buy
213
+79
+59% +$8.15K ﹤0.01% 1293
2024
Q4 		$13K Hold
134
– – ﹤0.01% 1396
2024
Q3 		$13.2K Buy
134
+70
+109% +$6.41K ﹤0.01% 1385
2024
Q2 		$5.5K Buy
64
+42
+191% +$3.3K ﹤0.01% 1408
2024
Q1 		$1.67K Buy
+22
New +$1.7K ﹤0.01% 1584

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

UMB Bank's MMSI Position: Q2 2026 in Review

UMB Bank increased its Merit Medical Systems (MMSI) stake by 354% in Q2 2026, buying an estimated $24.5K and bringing the position to 477 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

UMB Bank first reported a position in MMSI in Q1 2024 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • UMB Bank held 477 shares of Merit Medical Systems worth $33.1K as of Q2 2026.
  • UMB Bank bought 372 Merit Medical Systems shares in Q2 2026, an estimated $24.5K.
  • Merit Medical Systems made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1484 holding.
  • UMB Bank first reported a position in Merit Medical Systems in Q1 2024 and has held it in 10 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.