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Curi RMB Capital’s Merit Medical Systems MMSI Stock Holding History

Curi RMB Capital’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 		$9.72M Sell
140,181
-20,940
-13% -$1.38M 0.15% 170
2026
Q1 		$11.1M Buy
161,121
+7,422
+5% +$580K 0.2% 128
2025
Q4 		$13.5M Sell
153,699
-5,933
-4% -$505K 0.23% 106
2025
Q3 		$13.3M Buy
159,632
+11,153
+8% +$971K 0.24% 113
2025
Q2 		$13.9M Buy
148,479
+27,527
+23% +$2.61M 0.26% 108
2025
Q1 		$12.8M Buy
120,952
+60,221
+99% +$6.21M 0.32% 97
2024
Q4 		$5.87M Buy
+60,731
New +$6.05M 0.14% 178

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Curi RMB Capital's MMSI Position: Q2 2026 in Review

Curi RMB Capital reduced its Merit Medical Systems (MMSI) stake by 13% in Q2 2026, selling an estimated $1.38M and leaving 140,181 shares worth $9.72M. The position accounts for 0.15% of the portfolio, ranked #170.

Curi RMB Capital first reported a position in MMSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9M in Q2 2025. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Curi RMB Capital held 140,181 shares of Merit Medical Systems worth $9.72M as of Q2 2026.
  • Curi RMB Capital sold 20,940 Merit Medical Systems shares in Q2 2026, an estimated $1.38M.
  • Merit Medical Systems made up 0.15% of Curi RMB Capital's portfolio in Q2 2026, its #170 holding.
  • Curi RMB Capital first reported a position in Merit Medical Systems in Q4 2024 and has held it in 7 quarters since.
  • Curi RMB Capital's Merit Medical Systems position peaked at $13.9M in Q2 2025.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.