Valued Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History

Valued 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	$26.8K	Hold	386	–	–	0.01%	161
2026 Q1	$26.6K	Hold	386	–	–	0.01%	150
2025 Q4	$34K	Hold	386	–	–	0.02%	118
2025 Q3	$32.1K	Hold	386	–	–	0.01%	117
2025 Q2	$36.1K	Hold	386	–	–	0.02%	109
2025 Q1	$40.8K	Hold	386	–	–	0.02%	100
2024 Q4	$37.3K	Hold	386	–	–	0.02%	106
2024 Q3	$38.1K	Hold	386	–	–	0.02%	91
2024 Q2	$33.2K	Hold	386	–	–	0.02%	95
2024 Q1	$29.2K	Hold	386	–	–	0.02%	97
2023 Q4	$26.6K	Buy	+386	New	+$26.9K	0.02%	73

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Valued Wealth Advisors's MMSI Position: Q2 2026 in Review

Valued Wealth Advisors held its Merit Medical Systems (MMSI) position steady in Q2 2026 at 386 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #161.

Valued Wealth Advisors first reported a position in MMSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.8K in Q1 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Valued Wealth Advisors held 386 shares of Merit Medical Systems worth $26.8K as of Q2 2026.
Valued Wealth Advisors left its Merit Medical Systems share count unchanged in Q2 2026.
Merit Medical Systems made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #161 holding.
Valued Wealth Advisors first reported a position in Merit Medical Systems in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Merit Medical Systems position peaked at $40.8K in Q1 2025.
403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.