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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B 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. 399 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.
399 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.