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Winnow Wealth’s Merit Medical Systems MMSI Stock Holding History

Winnow Wealth’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 		$651K Sell
9,388
-490
-5% -$32.3K 0.44% 76
2026
Q1 		$681K Sell
9,878
-563
-5% -$44K 0.53% 68
2025
Q4 		$929K Buy
10,441
+554
+6% +$47.2K 0.69% 54
2025
Q3 		$831K Buy
+9,887
New +$861K 0.65% 63
2025
Q2 		– Sell
-8,048
Closed -$851K – 484
2025
Q1 		$851K Buy
8,048
+1,533
+24% +$158K 0.79% 42
2024
Q4 		$614K Buy
+6,515
New +$649K 0.61% 61

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

Winnow Wealth's MMSI Position: Q2 2026 in Review

Winnow Wealth reduced its Merit Medical Systems (MMSI) stake by 5% in Q2 2026, selling an estimated $32.3K and leaving 9,388 shares worth $651K. The position accounts for 0.44% of the portfolio, ranked #76.

Winnow Wealth first reported a position in MMSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $929K in Q4 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Winnow Wealth held 9,388 shares of Merit Medical Systems worth $651K as of Q2 2026.
  • Winnow Wealth sold 490 Merit Medical Systems shares in Q2 2026, an estimated $32.3K.
  • Merit Medical Systems made up 0.44% of Winnow Wealth's portfolio in Q2 2026, its #76 holding.
  • Winnow Wealth first reported a position in Merit Medical Systems in Q4 2024 and has held it in 6 quarters since.
  • Winnow Wealth's Merit Medical Systems position peaked at $929K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.