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Atria Investments’s Merit Medical Systems MMSI Stock Holding History

Atria Investments’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 		$747K Buy
10,841
+2,731
+34% +$213K 0.01% 1223
2025
Q4 		$715K Buy
8,110
+1,826
+29% +$155K 0.01% 1246
2025
Q3 		$523K Sell
6,284
-2,508
-29% -$218K 0.01% 1395
2025
Q2 		$822K Sell
8,792
-357
-4% -$33.8K 0.01% 1145
2025
Q1 		$967K Sell
9,149
-1,711
-16% -$177K 0.01% 1005
2024
Q4 		$1.05M Buy
10,860
+399
+4% +$39.8K 0.01% 953
2024
Q3 		$1.03M Buy
10,461
+2,127
+26% +$195K 0.01% 950
2024
Q2 		$716K Buy
+8,334
New +$655K 0.01% 1113
2018
Q1 		– Sell
-6,541
Closed -$283K – 901
2017
Q4 		$283K Sell
6,541
-990
-13% -$41.5K 0.01% 674
2017
Q3 		$319K Sell
7,531
-470
-6% -$18.9K 0.02% 589
2017
Q2 		$305K Buy
+8,001
New +$267K 0.02% 555

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T 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

Atria Investments's MMSI Position: Q1 2026 in Review

Atria Investments increased its Merit Medical Systems (MMSI) stake by 34% in Q1 2026, buying an estimated $213K and bringing the position to 10,841 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #1223.

Atria Investments first reported a position in MMSI in Q2 2017 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2024. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Atria Investments held 10,841 shares of Merit Medical Systems worth $747K as of Q1 2026.
  • Atria Investments bought 2,731 Merit Medical Systems shares in Q1 2026, an estimated $213K.
  • Merit Medical Systems made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1223 holding.
  • Atria Investments first reported a position in Merit Medical Systems in Q2 2017 and has held it in 11 quarters since.
  • Atria Investments's Merit Medical Systems position peaked at $1.05M in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.