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 Q3	–	Sell	-8,238	Closed	-$571K	–	240
2026 Q2	$571K	Buy	8,238 +2,374	+40%	+$157K	0.26%	93
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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Whalen Wealth Management's MMSI Position: Q3 2026 in Review

Whalen Wealth Management sold out of Merit Medical Systems (MMSI) in Q3 2026, closing a stake of 8,238 shares — an estimated $571K sold.

Whalen Wealth Management first reported a position in MMSI in Q4 2024 and held it in 7 quarters. The position peaked at $571K in Q2 2026. 15 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

Whalen Wealth Management reported no remaining Merit Medical Systems position as of Q3 2026 after selling out during the quarter.
Whalen Wealth Management sold 8,238 Merit Medical Systems shares in Q3 2026, an estimated $571K.
Whalen Wealth Management first reported a position in Merit Medical Systems in Q4 2024 and held it in 7 quarters.
Whalen Wealth Management's Merit Medical Systems position peaked at $571K in Q2 2026.
15 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.