Citadel Advisors
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Citadel Advisors’s Merit Medical Systems MMSI Stock Holding History

Citadel 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
-5,400
Closed -$476K – 13739
2025
Q4 		$476K Sell
5,400
-5,700
-51% -$485K ﹤0.01% 9147
2025
Q3 		$924K Buy
11,100
+700
+7% +$61K ﹤0.01% 7701
2025
Q2 		$972K Buy
10,400
+6,000
+136% +$569K ﹤0.01% 7160
2025
Q1 		$465K Sell
4,400
-7,900
-64% -$815K ﹤0.01% 8636
2024
Q4 		$1.19M Sell
12,300
-14,100
-53% -$1.41M ﹤0.01% 6658
2024
Q3 		$2.61M Buy
26,400
+11,500
+77% +$1.05M ﹤0.01% 5030
2024
Q2 		$1.28M Sell
14,900
-14,700
-50% -$1.16M ﹤0.01% 6129
2024
Q1 		$2.24M Buy
29,600
+28,800
+3,600% +$2.22M ﹤0.01% 5303
2023
Q4 		$60.8K Sell
800
-14,200
-95% -$991K ﹤0.01% 11581
2023
Q3 		$1.04M Buy
+15,000
New +$1.08M ﹤0.01% 6485
2023
Q2 		– Sell
-100
Closed -$7.39K – 14900
2023
Q1 		$7.39K Buy
+100
New +$7.02K ﹤0.01% 13730
2021
Q4 		– Sell
-20,200
Closed -$1.45M – 14391
2021
Q3 		$1.45M Buy
+20,200
New +$1.37M ﹤0.01% 7168
2021
Q2 		– Sell
-3,900
Closed -$234K – 14108
2021
Q1 		$234K Sell
3,900
-2,800
-42% -$160K ﹤0.01% 11396
2020
Q4 		$372K Sell
6,700
-1,700
-20% -$87.7K ﹤0.01% 8691
2020
Q3 		$365K Sell
8,400
-1,400
-14% -$63.3K ﹤0.01% 7808
2020
Q2 		$447K Sell
9,800
-12,000
-55% -$484K ﹤0.01% 7288
2020
Q1 		$681K Buy
+21,800
New +$777K ﹤0.01% 5973
2019
Q4 		– Sell
-9,000
Closed -$274K – 9497
2019
Q3 		$274K Sell
9,000
-3,500
-28% -$142K ﹤0.01% 7687
2019
Q2 		$745K Sell
12,500
-10,400
-45% -$596K ﹤0.01% 6182
2019
Q1 		$1.42M Buy
22,900
+3,000
+15% +$170K ﹤0.01% 5000
2018
Q4 		$1.11M Buy
19,900
+7,400
+59% +$440K ﹤0.01% 5151
2018
Q3 		$768K Buy
12,500
+6,300
+102% +$362K ﹤0.01% 5989
2018
Q2 		$317K Sell
6,200
-5,100
-45% -$253K ﹤0.01% 7119
2018
Q1 		$512K Buy
11,300
+1,500
+15% +$67.9K ﹤0.01% 5844
2017
Q4 		$423K Buy
+9,800
New +$411K ﹤0.01% 5902
2016
Q1 		– Sell
-4,800
Closed -$89K – 7514
2015
Q4 		$89K Sell
4,800
-3,700
-44% -$74.5K ﹤0.01% 6818
2015
Q3 		$203K Buy
8,500
+6,400
+305% +$151K ﹤0.01% 6131
2015
Q2 		$45K Sell
2,100
-5,700
-73% -$116K ﹤0.01% 7716
2015
Q1 		$150K Buy
7,800
+6,500
+500% +$116K ﹤0.01% 6476
2014
Q4 		$23K Sell
1,300
-4,400
-77% -$65.1K ﹤0.01% 7704
2014
Q3 		$68K Buy
5,700
+1,800
+46% +$23.9K ﹤0.01% 6691
2014
Q2 		$59K Buy
3,900
+3,800
+3,800% +$52.6K ﹤0.01% 6643
2014
Q1 		$1K Sell
100
-100
-50% -$1.49K ﹤0.01% 7767
2013
Q4 		$3K Buy
+200
New +$3.04K ﹤0.01% 6875

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 $4.6B AUM 16.08% 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

Citadel Advisors's MMSI Position: Q1 2026 in Review

Citadel Advisors reduced its Merit Medical Systems (MMSI) stake by 12% in Q1 2026, selling an estimated $10.2M and leaving 962,784 shares worth $66.4M. The position accounts for 0.01% of the portfolio, ranked #1116.

Citadel Advisors first reported a position in MMSI in Q4 2013 and has held it in 46 quarters since. The position peaked at $126M in Q2 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Citadel Advisors held 962,784 shares of Merit Medical Systems worth $66.4M as of Q1 2026.
  • Citadel Advisors sold 130,823 Merit Medical Systems shares in Q1 2026, an estimated $10.2M.
  • Merit Medical Systems made up 0.01% of Citadel Advisors's portfolio in Q1 2026, its #1116 holding.
  • Citadel Advisors first reported a position in Merit Medical Systems in Q4 2013 and has held it in 46 quarters since.
  • Citadel Advisors's Merit Medical Systems position peaked at $126M in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.