CA
MMSI icon

Crewe Advisors’s Merit Medical Systems MMSI Stock Holding History

Crewe 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 		$15.7K Buy
228
+80
+54% +$6.25K ﹤0.01% 563
2025
Q4 		$13K Buy
148
+19
+15% +$1.62K ﹤0.01% 569
2025
Q3 		$10.7K Buy
+129
New +$11.2K ﹤0.01% 621
2024
Q3 		– Sell
-187
Closed -$16.1K – 886
2024
Q2 		$16.1K Buy
187
+141
+307% +$11.1K ﹤0.01% 593
2024
Q1 		$3.48K Buy
+46
New +$3.55K ﹤0.01% 795

Other funds holding MMSI

BlackRock
BlackRock New York $5.7T 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 $5.01B AUM 6.26% 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