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Evergreen Capital Management’s Merit Medical Systems MMSI Stock Holding History

Evergreen Capital 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
Q1 		$427K Buy
6,191
+1,080
+21% +$84.4K 0.01% 891
2025
Q4 		$450K Sell
5,111
-896
-15% -$76.3K 0.01% 802
2025
Q3 		$500K Buy
6,007
+1,694
+39% +$148K 0.01% 660
2025
Q2 		$403K Sell
4,313
-303
-7% -$28.7K 0.01% 654
2025
Q1 		$488K Buy
4,616
+108
+2% +$11.1K 0.02% 518
2024
Q4 		$436K Buy
4,508
+150
+3% +$14.9K 0.01% 562
2024
Q3 		$431K Buy
4,358
+393
+10% +$36K 0.01% 565
2024
Q2 		$341K Buy
3,965
+469
+13% +$36.9K 0.01% 610
2024
Q1 		$265K Buy
3,496
+142
+4% +$11K 0.01% 682
2023
Q4 		$255K Sell
3,354
-251
-7% -$17.5K 0.01% 667
2023
Q3 		$249K Sell
3,605
-35
-1% -$2.52K 0.01% 627
2023
Q2 		$304K Buy
3,640
+358
+11% +$29.1K 0.01% 545
2023
Q1 		$243K Buy
3,282
+266
+9% +$18.7K 0.01% 590
2022
Q4 		$213K Buy
+3,016
New +$201K 0.01% 592

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T 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

Evergreen Capital Management's MMSI Position: Q1 2026 in Review

Evergreen Capital Management increased its Merit Medical Systems (MMSI) stake by 21% in Q1 2026, buying an estimated $84.4K and bringing the position to 6,191 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #891.

Evergreen Capital Management first reported a position in MMSI in Q4 2022 and has held it in 14 quarters since. The position peaked at $500K in Q3 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Evergreen Capital Management held 6,191 shares of Merit Medical Systems worth $427K as of Q1 2026.
  • Evergreen Capital Management bought 1,080 Merit Medical Systems shares in Q1 2026, an estimated $84.4K.
  • Merit Medical Systems made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #891 holding.
  • Evergreen Capital Management first reported a position in Merit Medical Systems in Q4 2022 and has held it in 14 quarters since.
  • Evergreen Capital Management's Merit Medical Systems position peaked at $500K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.