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Edgestream Partners’s Merit Medical Systems MMSI Stock Holding History

Edgestream Partners’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 		$1.16M Sell
16,718
-70,753
-81% -$4.67M 0.03% 640
2026
Q1 		$6.03M Buy
87,471
+42,992
+97% +$3.36M 0.2% 173
2025
Q4 		$3.92M Buy
+44,479
New +$3.79M 0.11% 332
2025
Q2 		– Sell
-39,753
Closed -$4.2M – 994
2025
Q1 		$4.2M Sell
39,753
-27,363
-41% -$2.82M 0.14% 280
2024
Q4 		$6.49M Buy
67,116
+58,218
+654% +$5.8M 0.28% 81
2024
Q3 		$879K Buy
+8,898
New +$814K 0.04% 595
2024
Q1 		– Sell
-4,446
Closed -$338K – 943
2023
Q4 		$338K Buy
+4,446
New +$310K 0.02% 691
2023
Q2 		– Sell
-13,011
Closed -$962K – 840
2023
Q1 		$962K Sell
13,011
-3,017
-19% -$212K 0.11% 299
2022
Q4 		$1.13M Buy
+16,028
New +$1.07M 0.13% 240
2022
Q2 		– Sell
-8,773
Closed -$584K – 591
2022
Q1 		$584K Sell
8,773
-7,205
-45% -$433K 0.05% 402
2021
Q4 		$995K Sell
15,978
-2,108
-12% -$141K 0.06% 319
2021
Q3 		$1.3M Buy
18,086
+9,015
+99% +$612K 0.08% 290
2021
Q2 		$587K Buy
+9,071
New +$561K 0.03% 336

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

Edgestream Partners's MMSI Position: Q2 2026 in Review

Edgestream Partners reduced its Merit Medical Systems (MMSI) stake by 81% in Q2 2026, selling an estimated $4.67M and leaving 16,718 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #640.

Edgestream Partners first reported a position in MMSI in Q2 2021 and has held it in 13 quarters since. The position peaked at $6.49M in Q4 2024. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Edgestream Partners held 16,718 shares of Merit Medical Systems worth $1.16M as of Q2 2026.
  • Edgestream Partners sold 70,753 Merit Medical Systems shares in Q2 2026, an estimated $4.67M.
  • Merit Medical Systems made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #640 holding.
  • Edgestream Partners first reported a position in Merit Medical Systems in Q2 2021 and has held it in 13 quarters since.
  • Edgestream Partners's Merit Medical Systems position peaked at $6.49M in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.