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Whipplewood Advisors’s Merit Medical Systems MMSI Stock Holding History

Whipplewood Advisors’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 		$624 Hold
9
– – ﹤0.01% 594
2026
Q1 		$620 Buy
+9
New +$703 ﹤0.01% 964
2025
Q3 		– Sell
-9
Closed -$841 – 836
2025
Q2 		$841 Sell
9
-59
-87% -$5.59K ﹤0.01% 1046
2025
Q1 		$951 Buy
68
+59
+656% +$6.09K ﹤0.01% 1036
2024
Q4 		$870 Buy
+9
New +$897 ﹤0.01% 1041

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

Whipplewood Advisors's MMSI Position: Q2 2026 in Review

Whipplewood Advisors held its Merit Medical Systems (MMSI) position steady in Q2 2026 at 9 shares worth $624. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Whipplewood Advisors first reported a position in MMSI in Q4 2024 and has held it in 5 quarters since. The position peaked at $951 in Q1 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Whipplewood Advisors held 9 shares of Merit Medical Systems worth $624 as of Q2 2026.
  • Whipplewood Advisors left its Merit Medical Systems share count unchanged in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #594 holding.
  • Whipplewood Advisors first reported a position in Merit Medical Systems in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Merit Medical Systems position peaked at $951 in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.