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

Congress Wealth 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
2025
Q2 		$8.44M Sell
90,244
-1,649
-2% -$156K 0.08% 282
2025
Q1 		$9.71M Buy
91,893
+679
+0.7% +$70K 0.12% 202
2024
Q4 		$8.82M Buy
91,214
+3,188
+4% +$318K 0.12% 215
2024
Q3 		$8.7M Buy
88,026
+4,613
+6% +$422K 0.12% 229
2024
Q2 		$7.17M Buy
83,413
+10,775
+15% +$847K 0.11% 209
2024
Q1 		$5.5M Buy
+72,638
New +$5.61M 0.1% 216

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Congress Wealth Management's MMSI Position: Q2 2025 in Review

Congress Wealth Management reduced its Merit Medical Systems (MMSI) stake by 1.8% in Q2 2025, selling an estimated $156K and leaving 90,244 shares worth $8.44M. The position accounts for 0.08% of the portfolio, ranked #282.

Congress Wealth Management first reported a position in MMSI in Q1 2024 and has held it in 6 quarters since. The position peaked at $9.71M in Q1 2025. 379 funds tracked by Wall St. Rank hold MMSI as of Q2 2025.

  • Congress Wealth Management held 90,244 shares of Merit Medical Systems worth $8.44M as of Q2 2025.
  • Congress Wealth Management sold 1,649 Merit Medical Systems shares in Q2 2025, an estimated $156K.
  • Merit Medical Systems made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #282 holding.
  • Congress Wealth Management first reported a position in Merit Medical Systems in Q1 2024 and has held it in 6 quarters since.
  • Congress Wealth Management's Merit Medical Systems position peaked at $9.71M in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.