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Congress Asset Management’s Merit Medical Systems MMSI Stock Holding History

Congress Asset Management’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 		$82.1M Buy
1,184,337
+155,088
+15% +$10.2M 0.51% 78
2026
Q1 		$70.9M Buy
1,029,249
+171,610
+20% +$13.4M 0.51% 78
2025
Q4 		$75.6M Buy
857,639
+184,738
+27% +$15.7M 0.53% 66
2025
Q3 		$56M Buy
672,901
+37,812
+6% +$3.29M 0.37% 102
2025
Q2 		$59.4M Buy
635,089
+6,963
+1% +$660K 0.41% 104
2025
Q1 		$66.4M Buy
628,126
+27,440
+5% +$2.83M 0.5% 80
2024
Q4 		$58.1M Buy
600,686
+10,710
+2% +$1.07M 0.39% 96
2024
Q3 		$58.3M Buy
589,976
+15,534
+3% +$1.42M 0.4% 96
2024
Q2 		$49.4M Buy
574,442
+55,957
+11% +$4.4M 0.35% 97
2024
Q1 		$39.3M Buy
518,485
+506,992
+4,411% +$39.1M 0.28% 104
2023
Q4 		$873K Buy
+11,493
New +$802K 0.01% 322
2019
Q4 		– Sell
-92,297
Closed -$2.81M – 353
2019
Q3 		$2.81M Sell
92,297
-39,520
-30% -$1.6M 0.04% 237
2019
Q2 		$7.85M Buy
131,817
+14,024
+12% +$804K 0.1% 117
2019
Q1 		$7.28M Sell
117,793
-4,502
-4% -$255K 0.1% 128
2018
Q4 		$6.83M Sell
122,295
-1,641
-1% -$97.6K 0.1% 121
2018
Q3 		$7.62M Buy
123,936
+1,121
+0.9% +$64.4K 0.1% 130
2018
Q2 		$6.29M Buy
122,815
+9,767
+9% +$484K 0.09% 145
2018
Q1 		$5.13M Buy
113,048
+64,493
+133% +$2.92M 0.07% 171
2017
Q4 		$2.1M Hold
48,555
– – 0.03% 259
2017
Q3 		$2.06M Buy
+48,555
New +$1.96M 0.03% 255

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 $3.37T AUM 44.26% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Congress Asset Management's MMSI Position: Q2 2026 in Review

Congress Asset Management increased its Merit Medical Systems (MMSI) stake by 15% in Q2 2026, buying an estimated $10.2M and bringing the position to 1,184,337 shares worth $82.1M. The position accounts for 0.51% of the portfolio, ranked #78.

Congress Asset Management first reported a position in MMSI in Q3 2017 and has held it in 20 quarters since. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Congress Asset Management held 1,184,337 shares of Merit Medical Systems worth $82.1M as of Q2 2026.
  • Congress Asset Management bought 155,088 Merit Medical Systems shares in Q2 2026, an estimated $10.2M.
  • Merit Medical Systems made up 0.51% of Congress Asset Management's portfolio in Q2 2026, its #78 holding.
  • Congress Asset Management first reported a position in Merit Medical Systems in Q3 2017 and has held it in 20 quarters since.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.