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BOK Financial’s Merit Medical Systems MMSI Stock Holding History

BOK Financial’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
2025
Q3 		– Sell
-10
Closed -$935 – 1167
2025
Q2 		$935 Hold
10
– – ﹤0.01% 1085
2025
Q1 		$1.06K Hold
10
– – ﹤0.01% 1168
2024
Q4 		$962 Buy
+10
New +$997 ﹤0.01% 1197
2024
Q2 		– Sell
-30
Closed -$2.25K – 1232
2024
Q1 		$2.25K Sell
30
-83
-73% -$6.41K ﹤0.01% 1055
2023
Q4 		$8.58K Buy
113
+83
+277% +$5.79K ﹤0.01% 964
2023
Q3 		$2.06K Buy
+30
New +$2.16K ﹤0.01% 1039

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BOK Financial's MMSI Position: Q3 2025 in Review

BOK Financial sold out of Merit Medical Systems (MMSI) in Q3 2025, closing a stake of 10 shares — an estimated $935 sold.

BOK Financial first reported a position in MMSI in Q3 2023 and held it in 6 quarters. The position peaked at $8.58K in Q4 2023. 378 funds tracked by Wall St. Rank hold MMSI as of Q3 2025.

  • BOK Financial reported no remaining Merit Medical Systems position as of Q3 2025 after selling out during the quarter.
  • BOK Financial sold 10 Merit Medical Systems shares in Q3 2025, an estimated $935.
  • BOK Financial first reported a position in Merit Medical Systems in Q3 2023 and held it in 6 quarters.
  • BOK Financial's Merit Medical Systems position peaked at $8.58K in Q4 2023.
  • 378 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.