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Boston Trust Walden’s Merit Medical Systems MMSI Stock Holding History

Boston Trust Walden’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 		$32.8M Buy
472,856
+195,647
+71% +$12.9M 0.25% 139
2026
Q1 		$19.1M Buy
+277,209
New +$21.7M 0.16% 182

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

Boston Trust Walden's MMSI Position: Q2 2026 in Review

Boston Trust Walden increased its Merit Medical Systems (MMSI) stake by 71% in Q2 2026, buying an estimated $12.9M and bringing the position to 472,856 shares worth $32.8M. The position accounts for 0.25% of the portfolio, ranked #139.

Boston Trust Walden first reported a position in MMSI in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Boston Trust Walden held 472,856 shares of Merit Medical Systems worth $32.8M as of Q2 2026.
  • Boston Trust Walden bought 195,647 Merit Medical Systems shares in Q2 2026, an estimated $12.9M.
  • Merit Medical Systems made up 0.25% of Boston Trust Walden's portfolio in Q2 2026, its #139 holding.
  • Boston Trust Walden first reported a position in Merit Medical Systems in Q1 2026 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.