Wedbush Securities
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Wedbush Securities’s Merit Medical Systems MMSI Stock Holding History

Wedbush Securities’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
Q3 		$273K Sell
3,167
-1,033
-25% -$86.4K 0.01% 1014
2026
Q2 		$291K Buy
4,200
+3
+0.1% +$198 0.01% 974
2026
Q1 		$289K Buy
4,197
+214
+5% +$16.7K 0.01% 926
2025
Q4 		$351K Buy
3,983
+271
+7% +$23.1K 0.01% 818
2025
Q3 		$309K Buy
3,712
+1,059
+40% +$92.2K 0.01% 836
2025
Q2 		$248K Buy
2,653
+553
+26% +$52.4K 0.01% 939
2025
Q1 		$222K Sell
2,100
-211
-9% -$21.8K 0.01% 962
2024
Q4 		$224K Buy
+2,311
New +$230K 0.01% 972
2014
Q3 		– Sell
-11,025
Closed -$166K – 712
2014
Q2 		$166K Sell
11,025
-1,525
-12% -$21.1K 0.03% 568
2014
Q1 		$179K Sell
12,550
-1,575
-11% -$23.4K 0.03% 531
2013
Q4 		$222K Hold
14,125
– – 0.05% 431
2013
Q3 		$171K Sell
14,125
-3,100
-18% -$39.9K 0.05% 462
2013
Q2 		$192K Buy
+17,225
New +$185K 0.05% 420

Other funds holding MMSI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Wedbush Securities's MMSI Position: Q3 2026 in Review

Wedbush Securities reduced its Merit Medical Systems (MMSI) stake by 25% in Q3 2026, selling an estimated $86.4K and leaving 3,167 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1014.

Wedbush Securities first reported a position in MMSI in Q2 2013 and has held it in 13 quarters since. The position peaked at $351K in Q4 2025. 338 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Wedbush Securities held 3,167 shares of Merit Medical Systems worth $273K as of Q3 2026.
  • Wedbush Securities sold 1,033 Merit Medical Systems shares in Q3 2026, an estimated $86.4K.
  • Merit Medical Systems made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #1014 holding.
  • Wedbush Securities first reported a position in Merit Medical Systems in Q2 2013 and has held it in 13 quarters since.
  • Wedbush Securities's Merit Medical Systems position peaked at $351K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.