AIC
MMSI icon

Archer Investment Corporation’s Merit Medical Systems MMSI Stock Holding History

Archer Investment Corporation’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 		– Sell
-1,756
Closed -$155K – 1263
2025
Q4 		$155K Sell
1,756
-227
-11% -$19.3K 0.03% 309
2025
Q3 		$165K Buy
1,983
+83
+4% +$7.23K 0.04% 307
2025
Q2 		$178K Hold
1,900
– – 0.04% 285
2025
Q1 		$201K Buy
+1,900
New +$196K 0.05% 253
2024
Q1 		– Sell
-900
Closed -$68.4K – 1082
2023
Q4 		$68.4K Hold
900
– – 0.02% 359
2023
Q3 		$62.1K Hold
900
– – 0.02% 349
2023
Q2 		$75.3K Hold
900
– – 0.03% 320
2023
Q1 		$59.9K Buy
+900
New +$63.1K 0.02% 357

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