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 Q3	$728K	Sell	8,447 -941	-10%	-$78.7K	0.48%	77
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Karras Company Roy, Utah $109M AUM 24.47% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Winnow Wealth's MMSI Position: Q3 2026 in Review

Winnow Wealth reduced its Merit Medical Systems (MMSI) stake by 10% in Q3 2026, selling an estimated $78.7K and leaving 8,447 shares worth $728K. The position accounts for 0.48% of the portfolio, ranked #77.

Winnow Wealth first reported a position in MMSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $929K in Q4 2025. 44 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

Winnow Wealth held 8,447 shares of Merit Medical Systems worth $728K as of Q3 2026.
Winnow Wealth sold 941 Merit Medical Systems shares in Q3 2026, an estimated $78.7K.
Merit Medical Systems made up 0.48% of Winnow Wealth's portfolio in Q3 2026, its #77 holding.
Winnow Wealth first reported a position in Merit Medical Systems in Q4 2024 and has held it in 7 quarters since.
Winnow Wealth's Merit Medical Systems position peaked at $929K in Q4 2025.
44 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.