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Vestmark Advisory Solutions’s Merit Medical Systems MMSI Stock Holding History

Vestmark Advisory Solutions’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
-3,668
Closed -$253K – 1512
2026
Q1 		$253K Sell
3,668
-682
-16% -$53.3K ﹤0.01% 1221
2025
Q4 		$383K Buy
4,350
+1,829
+73% +$156K 0.01% 1050
2025
Q3 		$210K Buy
+2,521
New +$220K ﹤0.01% 874

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

Vestmark Advisory Solutions's MMSI Position: Q2 2026 in Review

Vestmark Advisory Solutions sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 3,668 shares — an estimated $253K sold.

Vestmark Advisory Solutions first reported a position in MMSI in Q3 2025 and held it in 3 quarters. The position peaked at $383K in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Vestmark Advisory Solutions reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 3,668 Merit Medical Systems shares in Q2 2026, an estimated $253K.
  • Vestmark Advisory Solutions first reported a position in Merit Medical Systems in Q3 2025 and held it in 3 quarters.
  • Vestmark Advisory Solutions's Merit Medical Systems position peaked at $383K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.