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WhitTier Trust Company’s Merit Medical Systems MMSI Stock Holding History

WhitTier Trust Company’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 		$26K Buy
361
+46
+15% +$3.04K ﹤0.01% 867
2026
Q1 		$21.4K Hold
315
– – ﹤0.01% 892
2025
Q4 		$29.3K Sell
315
-22
-7% -$1.87K ﹤0.01% 811
2025
Q3 		$28.4K Buy
337
+72
+27% +$6.27K ﹤0.01% 810
2025
Q2 		$24.8K Sell
265
-2
-0.7% -$190 ﹤0.01% 932
2025
Q1 		$28.2K Sell
267
-4
-1% -$413 ﹤0.01% 897
2024
Q4 		$26.2K Hold
271
– – ﹤0.01% 882
2024
Q3 		$26.8K Hold
271
– – ﹤0.01% 883
2024
Q2 		$23.3K Buy
271
+200
+282% +$15.7K ﹤0.01% 867
2024
Q1 		$5.38K Hold
71
– – ﹤0.01% 1027
2023
Q4 		$5.39K Buy
71
+2
+3% +$140 ﹤0.01% 1027
2023
Q3 		$4.76K Buy
+69
New +$4.96K ﹤0.01% 995

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

WhitTier Trust Company's MMSI Position: Q2 2026 in Review

WhitTier Trust Company increased its Merit Medical Systems (MMSI) stake by 15% in Q2 2026, buying an estimated $3.04K and bringing the position to 361 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

WhitTier Trust Company first reported a position in MMSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $29.3K in Q4 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • WhitTier Trust Company held 361 shares of Merit Medical Systems worth $26K as of Q2 2026.
  • WhitTier Trust Company bought 46 Merit Medical Systems shares in Q2 2026, an estimated $3.04K.
  • Merit Medical Systems made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #867 holding.
  • WhitTier Trust Company first reported a position in Merit Medical Systems in Q3 2023 and has held it in 12 quarters since.
  • WhitTier Trust Company's Merit Medical Systems position peaked at $29.3K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.