CI Investments Inc
MMSI icon

CI Investments Inc’s Merit Medical Systems MMSI Stock Holding History

CI Investments Inc’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 		$2.58M Sell
37,240
-6,374
-15% -$421K 0.01% 429
2026
Q1 		$3.01M Buy
43,614
+2,599
+6% +$203K 0.01% 349
2025
Q4 		$3.62M Buy
41,015
+10,690
+35% +$910K 0.02% 324
2025
Q3 		$2.52M Buy
30,325
+4,737
+19% +$413K 0.01% 348
2025
Q2 		$2.39M Buy
+25,588
New +$2.42M 0.01% 351
2024
Q4 		– Sell
-136
Closed -$13K – 1327
2024
Q3 		$13K Buy
+136
New +$12.4K ﹤0.01% 1175

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
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 $15.4B AUM 30.35% 1-Year Est. Return

CI Investments Inc's MMSI Position: Q2 2026 in Review

CI Investments Inc reduced its Merit Medical Systems (MMSI) stake by 15% in Q2 2026, selling an estimated $421K and leaving 37,240 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #429.

CI Investments Inc first reported a position in MMSI in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.62M in Q4 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • CI Investments Inc held 37,240 shares of Merit Medical Systems worth $2.58M as of Q2 2026.
  • CI Investments Inc sold 6,374 Merit Medical Systems shares in Q2 2026, an estimated $421K.
  • Merit Medical Systems made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #429 holding.
  • CI Investments Inc first reported a position in Merit Medical Systems in Q3 2024 and has held it in 6 quarters since.
  • CI Investments Inc's Merit Medical Systems position peaked at $3.62M in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.