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Bare Financial Services’s Merit Medical Systems MMSI Stock Holding History

Bare Financial Services’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 		$24.1K Buy
348
+179
+106% +$11.8K 0.01% 205
2026
Q1 		$11.6K Buy
169
+79
+88% +$6.17K ﹤0.01% 284
2025
Q4 		$7.93K Buy
90
+16
+22% +$1.36K ﹤0.01% 335
2025
Q3 		$6.16K Sell
74
-6
-8% -$523 ﹤0.01% 437
2025
Q2 		$7.48K Buy
80
+56
+233% +$5.31K ﹤0.01% 272
2025
Q1 		$2.54K Buy
+24
New +$2.48K ﹤0.01% 205

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bare Financial Services's MMSI Position: Q2 2026 in Review

Bare Financial Services increased its Merit Medical Systems (MMSI) stake by 106% in Q2 2026, buying an estimated $11.8K and bringing the position to 348 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #205.

Bare Financial Services first reported a position in MMSI in Q1 2025 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Bare Financial Services held 348 shares of Merit Medical Systems worth $24.1K as of Q2 2026.
  • Bare Financial Services bought 179 Merit Medical Systems shares in Q2 2026, an estimated $11.8K.
  • Merit Medical Systems made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #205 holding.
  • Bare Financial Services first reported a position in Merit Medical Systems in Q1 2025 and has held it in 6 quarters since.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.