Cambridge Investment Research Advisors
MMSI icon

Cambridge Investment Research Advisors’s Merit Medical Systems MMSI Stock Holding History

Cambridge Investment Research Advisors’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 		– Sell
-2,692
Closed -$237K – 4019
2025
Q4 		$237K Buy
+2,692
New +$229K ﹤0.01% 3423
2019
Q2 		– Sell
-7,496
Closed -$463K – 2297
2019
Q1 		$463K Buy
7,496
+176
+2% +$9.98K ﹤0.01% 1530
2018
Q4 		$409K Buy
+7,320
New +$435K ﹤0.01% 1433

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Cambridge Investment Research Advisors's MMSI Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Merit Medical Systems (MMSI) in Q1 2026, closing a stake of 2,692 shares — an estimated $237K sold.

Cambridge Investment Research Advisors first reported a position in MMSI in Q4 2018 and held it in 3 quarters. The position peaked at $463K in Q1 2019. 400 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining Merit Medical Systems position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 2,692 Merit Medical Systems shares in Q1 2026, an estimated $237K.
  • Cambridge Investment Research Advisors first reported a position in Merit Medical Systems in Q4 2018 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Merit Medical Systems position peaked at $463K in Q1 2019.
  • 400 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.