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

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Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return