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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM