Capital World Investors
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Capital World Investors’s Merit Medical Systems MMSI Stock Holding History

Capital World Investors’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
Q4 		– Sell
-171,960
Closed -$14.3M – 591
2025
Q3 		$14.3M Buy
171,960
+51,924
+43% +$4.52M ﹤0.01% 493
2025
Q2 		$11.2M Buy
120,036
+66,430
+124% +$6.29M ﹤0.01% 496
2025
Q1 		$5.67M Buy
+53,606
New +$5.53M ﹤0.01% 499

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 $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $58.4B AUM

Capital World Investors's MMSI Position: Q4 2025 in Review

Capital World Investors sold out of Merit Medical Systems (MMSI) in Q4 2025, closing a stake of 171,960 shares — an estimated $14.3M sold.

Capital World Investors first reported a position in MMSI in Q1 2025 and held it in 3 quarters. The position peaked at $14.3M in Q3 2025. 390 funds tracked by Wall St. Rank hold MMSI as of Q4 2025.

  • Capital World Investors reported no remaining Merit Medical Systems position as of Q4 2025 after selling out during the quarter.
  • Capital World Investors sold 171,960 Merit Medical Systems shares in Q4 2025, an estimated $14.3M.
  • Capital World Investors first reported a position in Merit Medical Systems in Q1 2025 and held it in 3 quarters.
  • Capital World Investors's Merit Medical Systems position peaked at $14.3M in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2025.

Based on Capital World Investors's 13F filing for Q4 2025, filed 11 Feb 2026.