BC
MMSI icon

Bayforest Capital’s Merit Medical Systems MMSI Stock Holding History

Bayforest Capital’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 		$105K Buy
1,521
+315
+26% +$20.8K 0.1% 405
2026
Q1 		$83.1K Sell
1,206
-1,327
-52% -$104K 0.09% 418
2025
Q4 		$223K Buy
+2,533
New +$216K 0.17% 249
2025
Q2 		– Sell
-385
Closed -$40.7K – 856
2025
Q1 		$40.7K Buy
+385
New +$39.7K 0.02% 582

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

Bayforest Capital's MMSI Position: Q2 2026 in Review

Bayforest Capital increased its Merit Medical Systems (MMSI) stake by 26% in Q2 2026, buying an estimated $20.8K and bringing the position to 1,521 shares worth $105K. The position accounts for 0.1% of the portfolio, ranked #405.

Bayforest Capital first reported a position in MMSI in Q1 2025 and has held it in 4 quarters since. The position peaked at $223K in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Bayforest Capital held 1,521 shares of Merit Medical Systems worth $105K as of Q2 2026.
  • Bayforest Capital bought 315 Merit Medical Systems shares in Q2 2026, an estimated $20.8K.
  • Merit Medical Systems made up 0.1% of Bayforest Capital's portfolio in Q2 2026, its #405 holding.
  • Bayforest Capital first reported a position in Merit Medical Systems in Q1 2025 and has held it in 4 quarters since.
  • Bayforest Capital's Merit Medical Systems position peaked at $223K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.