Whalen Wealth Management’s Merit Medical Systems MMSI Stock Holding History

Whalen Wealth Management’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 Q1	$404K	Buy	5,864 +214	+4%	+$16.7K	0.22%	118
2025 Q4	$498K	Buy	5,650 +349	+7%	+$29.7K	0.27%	95
2025 Q3	$441K	Buy	5,301 +546	+11%	+$47.6K	0.26%	95
2025 Q2	$445K	Buy	4,755 +856	+22%	+$81.1K	0.28%	106
2025 Q1	$412K	Buy	3,899 +1,344	+53%	+$139K	0.27%	81
2024 Q4	$247K	Buy	+2,555	New	+$255K	0.17%	118

Other funds holding MMSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Whalen Wealth Management's MMSI Position: Q1 2026 in Review

Whalen Wealth Management increased its Merit Medical Systems (MMSI) stake by 3.8% in Q1 2026, buying an estimated $16.7K and bringing the position to 5,864 shares worth $404K. The position accounts for 0.22% of the portfolio, ranked #118.

Whalen Wealth Management first reported a position in MMSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $498K in Q4 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

Whalen Wealth Management held 5,864 shares of Merit Medical Systems worth $404K as of Q1 2026.
Whalen Wealth Management bought 214 Merit Medical Systems shares in Q1 2026, an estimated $16.7K.
Merit Medical Systems made up 0.22% of Whalen Wealth Management's portfolio in Q1 2026, its #118 holding.
Whalen Wealth Management first reported a position in Merit Medical Systems in Q4 2024 and has held it in 6 quarters since.
Whalen Wealth Management's Merit Medical Systems position peaked at $498K in Q4 2025.
399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.