Wealth Enhancement Advisory Services
MMSI icon

Wealth Enhancement Advisory Services’s Merit Medical Systems MMSI Stock Holding History

Wealth Enhancement Advisory Services’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 		$991K Buy
13,496
+10,215
+311% +$674K ﹤0.01% 2077
2026
Q1 		$222K Buy
3,281
+672
+26% +$52.5K ﹤0.01% 3055
2025
Q4 		$243K Buy
+2,609
New +$222K ﹤0.01% 3109
2025
Q3 		– Sell
-2,421
Closed -$227K – 3651
2025
Q2 		$227K Sell
2,421
-91
-4% -$8.62K ﹤0.01% 2888
2025
Q1 		$266K Sell
2,512
-825
-25% -$85.1K ﹤0.01% 2540
2024
Q4 		$323K Buy
3,337
+45
+1% +$4.49K ﹤0.01% 2327
2024
Q3 		$325K Buy
+3,292
New +$301K ﹤0.01% 2117

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

Wealth Enhancement Advisory Services's MMSI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Merit Medical Systems (MMSI) stake by 311% in Q2 2026, buying an estimated $674K and bringing the position to 13,496 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Wealth Enhancement Advisory Services first reported a position in MMSI in Q3 2024 and has held it in 7 quarters since. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,496 shares of Merit Medical Systems worth $991K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,215 Merit Medical Systems shares in Q2 2026, an estimated $674K.
  • Merit Medical Systems made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2077 holding.
  • Wealth Enhancement Advisory Services first reported a position in Merit Medical Systems in Q3 2024 and has held it in 7 quarters since.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.