Ethic Inc’s Merit Medical Systems MMSI Stock Holding History

Ethic Inc’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	$323K	Buy	4,662 +352	+8%	+$23.2K	﹤0.01%	1095
2026 Q1	$297K	Sell	4,310 -14	-0.3%	-$1.09K	﹤0.01%	1042
2025 Q4	$381K	Buy	4,324 +305	+8%	+$26K	0.01%	932
2025 Q3	$335K	Sell	4,019 -40	-1%	-$3.48K	0.01%	968
2025 Q2	$380K	Sell	4,059 -847	-17%	-$80.3K	0.01%	915
2025 Q1	$517K	Buy	4,906 +1,168	+31%	+$120K	0.01%	781
2024 Q4	$362K	Buy	+3,738	New	+$373K	0.01%	888
2024 Q3	–	Sell	-3,584	Closed	-$308K	–	1143
2024 Q2	$308K	Buy	+3,584	New	+$282K	0.01%	902

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Ethic Inc's MMSI Position: Q2 2026 in Review

Ethic Inc increased its Merit Medical Systems (MMSI) stake by 8.2% in Q2 2026, buying an estimated $23.2K and bringing the position to 4,662 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Ethic Inc first reported a position in MMSI in Q2 2024 and has held it in 8 quarters since. The position peaked at $517K in Q1 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Ethic Inc held 4,662 shares of Merit Medical Systems worth $323K as of Q2 2026.
Ethic Inc bought 352 Merit Medical Systems shares in Q2 2026, an estimated $23.2K.
Merit Medical Systems made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1095 holding.
Ethic Inc first reported a position in Merit Medical Systems in Q2 2024 and has held it in 8 quarters since.
Ethic Inc's Merit Medical Systems position peaked at $517K in Q1 2025.
403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.