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Amalgamated Bank’s Merit Medical Systems MMSI Stock Holding History

Amalgamated Bank’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 		$1.11M Sell
16,026
-990
-6% -$65.3K 0.01% 1061
2026
Q1 		$1.17M Sell
17,016
-249
-1% -$19.4K 0.01% 1003
2025
Q4 		$1.52M Buy
17,265
+388
+2% +$33K 0.01% 915
2025
Q3 		$1.41M Buy
16,877
+104
+0.6% +$9.06K 0.01% 944
2025
Q2 		$1.57M Buy
16,773
+186
+1% +$17.6K 0.01% 878
2025
Q1 		$1.75M Sell
16,587
-497
-3% -$51.3K 0.02% 824
2024
Q4 		$1.65M Buy
17,084
+12
+0.1% +$1.2K 0.01% 862
2024
Q3 		$1.69M Sell
17,072
-639
-4% -$58.5K 0.01% 877
2024
Q2 		$1.52M Sell
17,711
-529
-3% -$41.6K 0.01% 922
2024
Q1 		$1.38M Sell
18,240
-6,549
-26% -$506K 0.01% 962
2023
Q4 		$1.88M Sell
24,789
-939
-4% -$65.5K 0.02% 935
2023
Q3 		$1.78M Sell
25,728
-355
-1% -$25.5K 0.02% 915
2023
Q2 		$2.18M Buy
26,083
+386
+2% +$31.4K 0.02% 843
2023
Q1 		$1.9M Sell
25,697
-1,739
-6% -$122K 0.02% 885
2022
Q4 		$1.94M Buy
27,436
+30
+0.1% +$2K 0.02% 909
2022
Q3 		$1.55M Buy
27,406
+2,351
+9% +$135K 0.02% 946
2022
Q2 		$1.36M Buy
25,055
+404
+2% +$24.6K 0.01% 1025
2022
Q1 		$1.64M Sell
24,651
-1,479
-6% -$88.9K 0.01% 1004
2021
Q4 		$1.63M Sell
26,130
-290
-1% -$19.4K 0.01% 1038
2021
Q3 		$1.9M Sell
26,420
-70
-0.3% -$4.75K 0.02% 947
2021
Q2 		$1.71M Buy
26,490
+18,350
+225% +$1.13M 0.01% 1034
2021
Q1 		$487K Sell
8,140
-754
-8% -$43.2K 0.02% 998
2020
Q4 		$494K Buy
8,894
+25
+0.3% +$1.29K 0.02% 980
2020
Q3 		$386K Sell
8,869
-286
-3% -$12.9K 0.02% 982
2020
Q2 		$418K Sell
9,155
-901
-9% -$36.4K 0.02% 932
2020
Q1 		$314K Sell
10,056
-271
-3% -$9.65K 0.01% 1124
2019
Q4 		$322K Buy
10,327
+363
+4% +$10.4K 0.01% 1367
2019
Q3 		$304K Sell
9,964
-153
-2% -$6.19K 0.01% 1317
2019
Q2 		$603K Buy
10,117
+1,526
+18% +$87.5K 0.01% 980
2019
Q1 		$531K Buy
8,591
+200
+2% +$11.3K 0.01% 970
2018
Q4 		$468K Buy
8,391
+4,752
+131% +$283K 0.01% 955
2018
Q3 		$224K Sell
3,639
-4,386
-55% -$252K 0.01% 1267
2018
Q2 		$411K Buy
8,025
+1,010
+14% +$50K 0.01% 1137
2018
Q1 		$318K Sell
7,015
-121
-2% -$5.48K 0.01% 1182
2017
Q4 		$308K Buy
7,136
+419
+6% +$17.6K 0.01% 1251
2017
Q3 		$284K Buy
6,717
+197
+3% +$7.94K 0.01% 1241
2017
Q2 		$249K Buy
+6,520
New +$218K 0.01% 1300

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Amalgamated Bank's MMSI Position: Q2 2026 in Review

Amalgamated Bank reduced its Merit Medical Systems (MMSI) stake by 5.8% in Q2 2026, selling an estimated $65.3K and leaving 16,026 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1061.

Amalgamated Bank first reported a position in MMSI in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.18M in Q2 2023. 194 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Amalgamated Bank held 16,026 shares of Merit Medical Systems worth $1.11M as of Q2 2026.
  • Amalgamated Bank sold 990 Merit Medical Systems shares in Q2 2026, an estimated $65.3K.
  • Merit Medical Systems made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1061 holding.
  • Amalgamated Bank first reported a position in Merit Medical Systems in Q2 2017 and has held it in 37 quarters since.
  • Amalgamated Bank's Merit Medical Systems position peaked at $2.18M in Q2 2023.
  • 194 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.