Cerity Partners
MMSI icon

Cerity Partners’s Merit Medical Systems MMSI Stock Holding History

Cerity Partners’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 		$359K Buy
5,206
+2,029
+64% +$158K ﹤0.01% 2488
2025
Q4 		$280K Buy
3,177
+552
+21% +$47K ﹤0.01% 2449
2025
Q3 		$218K Sell
2,625
-394
-13% -$34.3K ﹤0.01% 2458
2025
Q2 		$282K Buy
3,019
+251
+9% +$23.8K ﹤0.01% 2181
2025
Q1 		$293K Buy
2,768
+74
+3% +$7.63K ﹤0.01% 2030
2024
Q4 		$266K Sell
2,694
-990
-27% -$98.7K ﹤0.01% 2097
2024
Q3 		$364K Buy
+3,684
New +$337K ﹤0.01% 1945
2024
Q2 		– Sell
-2,717
Closed -$206K – 2335
2024
Q1 		$206K Buy
+2,717
New +$210K ﹤0.01% 2101
2023
Q4 		– Sell
-65,880
Closed -$4.55M – 1877
2023
Q3 		$4.55M Buy
65,880
+8,531
+15% +$614K 0.02% 431
2023
Q2 		$4.8M Buy
57,349
+57,022
+17,438% +$4.64M 0.02% 503
2023
Q1 		$1.08M Buy
+327
New +$22.9K ﹤0.01% 944

Other funds holding MMSI

BlackRock
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
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cerity Partners's MMSI Position: Q1 2026 in Review

Cerity Partners increased its Merit Medical Systems (MMSI) stake by 64% in Q1 2026, buying an estimated $158K and bringing the position to 5,206 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Cerity Partners first reported a position in MMSI in Q1 2023 and has held it in 11 quarters since. The position peaked at $4.8M in Q2 2023. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Cerity Partners held 5,206 shares of Merit Medical Systems worth $359K as of Q1 2026.
  • Cerity Partners bought 2,029 Merit Medical Systems shares in Q1 2026, an estimated $158K.
  • Merit Medical Systems made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2488 holding.
  • Cerity Partners first reported a position in Merit Medical Systems in Q1 2023 and has held it in 11 quarters since.
  • Cerity Partners's Merit Medical Systems position peaked at $4.8M in Q2 2023.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.