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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
Q3 		$109M Buy
1,260,675
+76,338
+6% +$6.39M 0.7% 42
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Congress Asset Management's MMSI Position: Q3 2026 in Review

Congress Asset Management increased its Merit Medical Systems (MMSI) stake by 6.4% in Q3 2026, buying an estimated $6.39M and bringing the position to 1,260,675 shares worth $109M. The position accounts for 0.7% of the portfolio, ranked #42.

Congress Asset Management first reported a position in MMSI in Q3 2017 and has held it in 21 quarters since. 15 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Congress Asset Management held 1,260,675 shares of Merit Medical Systems worth $109M as of Q3 2026.
  • Congress Asset Management bought 76,338 Merit Medical Systems shares in Q3 2026, an estimated $6.39M.
  • Merit Medical Systems made up 0.7% of Congress Asset Management's portfolio in Q3 2026, its #42 holding.
  • Congress Asset Management first reported a position in Merit Medical Systems in Q3 2017 and has held it in 21 quarters since.
  • 15 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.