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Whittier Trust’s Merit Medical Systems MMSI Stock Holding History

Whittier Trust’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 		$11.1K Hold
155
– – ﹤0.01% 1129
2026
Q1 		$10.5K Buy
+155
New +$12.1K ﹤0.01% 1120
2022
Q3 		– Sell
-41
Closed -$2K – 1720
2022
Q2 		$2K Hold
41
– – ﹤0.01% 1570
2022
Q1 		$3K Buy
+41
New +$2.46K ﹤0.01% 1528

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's MMSI Position: Q2 2026 in Review

Whittier Trust held its Merit Medical Systems (MMSI) position steady in Q2 2026 at 155 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Whittier Trust first reported a position in MMSI in Q1 2022 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Whittier Trust held 155 shares of Merit Medical Systems worth $11.1K as of Q2 2026.
  • Whittier Trust left its Merit Medical Systems share count unchanged in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1129 holding.
  • Whittier Trust first reported a position in Merit Medical Systems in Q1 2022 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

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