Envestnet Asset Management
MMSI icon

Envestnet Asset Management’s Merit Medical Systems MMSI Stock Holding History

Envestnet 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 		$19.5M Buy
281,386
+16,642
+6% +$1.1M ﹤0.01% 1473
2026
Q1 		$18.2M Buy
264,744
+16,903
+7% +$1.32M ﹤0.01% 1395
2025
Q4 		$21.8M Sell
247,841
-21,348
-8% -$1.82M 0.01% 1150
2025
Q3 		$22.4M Buy
269,189
+25,026
+10% +$2.18M 0.01% 1201
2025
Q2 		$22.8M Buy
244,163
+12,256
+5% +$1.16M 0.01% 1172
2025
Q1 		$24.5M Buy
231,907
+815
+0.4% +$84.1K 0.01% 1068
2024
Q4 		$22.4M Sell
231,092
-4,412
-2% -$440K 0.01% 1127
2024
Q3 		$23.3M Buy
235,504
+6,431
+3% +$588K 0.01% 1085
2024
Q2 		$19.7M Buy
229,073
+60,261
+36% +$4.74M 0.01% 1137
2024
Q1 		$12.8M Buy
168,812
+21,924
+15% +$1.69M ﹤0.01% 1374
2023
Q4 		$11.2M Buy
146,888
+4,950
+3% +$346K ﹤0.01% 1366
2023
Q3 		$9.8M Buy
141,938
+87,711
+162% +$6.31M ﹤0.01% 1379
2023
Q2 		$4.54M Sell
54,227
-342,889
-86% -$27.9M ﹤0.01% 1764
2023
Q1 		$3.69M Buy
397,116
+342,104
+622% +$24M ﹤0.01% 1816
2022
Q4 		$3.88M Buy
55,012
+4,515
+9% +$301K ﹤0.01% 1743
2022
Q3 		$2.85M Buy
50,497
+689
+1% +$39.7K ﹤0.01% 1866
2022
Q2 		$2.7M Buy
49,808
+2,605
+6% +$159K ﹤0.01% 1903
2022
Q1 		$3.14M Buy
47,203
+5,908
+14% +$355K ﹤0.01% 1914
2021
Q4 		$2.57M Buy
41,295
+5,030
+14% +$337K ﹤0.01% 2003
2021
Q3 		$2.6M Buy
36,265
+2,455
+7% +$167K ﹤0.01% 1927
2021
Q2 		$2.19M Buy
33,810
+3,548
+12% +$219K ﹤0.01% 1994
2021
Q1 		$1.81M Buy
30,262
+2,813
+10% +$161K ﹤0.01% 2001
2020
Q4 		$1.52M Buy
27,449
+559
+2% +$28.9K ﹤0.01% 1934
2020
Q3 		$1.17M Sell
26,890
-5,358
-17% -$242K ﹤0.01% 1925
2020
Q2 		$1.47M Buy
32,248
+9,685
+43% +$391K ﹤0.01% 1751
2020
Q1 		$705K Buy
22,563
+5,929
+36% +$211K ﹤0.01% 2021
2019
Q4 		$519K Sell
16,634
-7,664
-32% -$219K ﹤0.01% 2436
2019
Q3 		$740K Sell
24,298
-11,766
-33% -$476K ﹤0.01% 2142
2019
Q2 		$2.15M Buy
36,064
+3,602
+11% +$207K ﹤0.01% 1516
2019
Q1 		$2.01M Buy
32,462
+1,780
+6% +$101K ﹤0.01% 1481
2018
Q4 		$1.71M Buy
+30,682
New +$1.82M ﹤0.01% 1414
2018
Q3 		– Sell
-4,471
Closed -$229K – 2072
2018
Q2 		$229K Sell
4,471
-371
-8% -$18.4K ﹤0.01% 1611
2018
Q1 		$221K Buy
4,842
+4,505
+1,337% +$204K ﹤0.01% 1541
2017
Q4 		$15K Sell
337
-18
-5% -$755 ﹤0.01% 2561
2017
Q3 		$15K Sell
355
-438
-55% -$17.6K ﹤0.01% 2533
2017
Q2 		$30K Buy
793
+402
+103% +$13.4K ﹤0.01% 2510
2017
Q1 		$11K Buy
+391
New +$10.9K ﹤0.01% 2772
2014
Q4 		– Sell
-238
Closed -$3K – 2638
2014
Q3 		$3K Sell
238
-94
-28% -$1.25K ﹤0.01% 2424
2014
Q2 		$5K Hold
332
– – ﹤0.01% 2279
2014
Q1 		$5K Sell
332
-325
-49% -$4.83K ﹤0.01% 2111
2013
Q4 		$10K Sell
657
-79
-11% -$1.2K ﹤0.01% 1745
2013
Q3 		$9K Hold
736
– – ﹤0.01% 1744
2013
Q2 		$8K Buy
+736
New +$7.89K ﹤0.01% 1745

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

Envestnet Asset Management's MMSI Position: Q2 2026 in Review

Envestnet Asset Management increased its Merit Medical Systems (MMSI) stake by 6.3% in Q2 2026, buying an estimated $1.1M and bringing the position to 281,386 shares worth $19.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Envestnet Asset Management first reported a position in MMSI in Q2 2013 and has held it in 43 quarters since. The position peaked at $24.5M in Q1 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Envestnet Asset Management held 281,386 shares of Merit Medical Systems worth $19.5M as of Q2 2026.
  • Envestnet Asset Management bought 16,642 Merit Medical Systems shares in Q2 2026, an estimated $1.1M.
  • Merit Medical Systems made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1473 holding.
  • Envestnet Asset Management first reported a position in Merit Medical Systems in Q2 2013 and has held it in 43 quarters since.
  • Envestnet Asset Management's Merit Medical Systems position peaked at $24.5M in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.