James T. Borello RIA
MMSI icon

James T. Borello RIA’s Merit Medical Systems MMSI Stock Holding History

James T. Borello RIA’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 		$345 Sell
4
-6
-60% -$502 ﹤0.01% 1073
2026
Q2 		$693 Buy
10
+2
+25% +$132 ﹤0.01% 1039
2026
Q1 		$551 Buy
+8
New +$625 ﹤0.01% 1043

Other funds holding MMSI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Portside Wealth Group
Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

James T. Borello RIA's MMSI Position: Q3 2026 in Review

James T. Borello RIA reduced its Merit Medical Systems (MMSI) stake by 60% in Q3 2026, selling an estimated $502 and leaving 4 shares worth $345. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

James T. Borello RIA first reported a position in MMSI in Q1 2026 and has held it in 3 quarters since. The position peaked at $693 in Q2 2026. 58 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • James T. Borello RIA held 4 shares of Merit Medical Systems worth $345 as of Q3 2026.
  • James T. Borello RIA sold 6 Merit Medical Systems shares in Q3 2026, an estimated $502.
  • Merit Medical Systems made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1073 holding.
  • James T. Borello RIA first reported a position in Merit Medical Systems in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Merit Medical Systems position peaked at $693 in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.