F/M Investments’s Merit Medical Systems MMSI Stock Holding History

F/M Investments’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	–	Sell	-55,306	Closed	-$4.87M	–	405
2025 Q4	$4.87M	Sell	55,306 -13,407	-20%	-$1.14M	0.19%	134
2025 Q3	$5.72M	Sell	68,713 -3,757	-5%	-$327K	0.22%	104
2025 Q2	$6.77M	Buy	72,470 +462	+0.6%	+$43.8K	0.25%	86
2025 Q1	$7.61M	Buy	72,008 +1,051	+1%	+$108K	0.3%	70
2024 Q4	$6.86M	Sell	70,957 -54,086	-43%	-$5.39M	0.25%	84
2024 Q3	$12.4M	Sell	125,043 -20,971	-14%	-$1.92M	0.39%	73
2024 Q2	$12.6M	Buy	+146,014	New	+$11.5M	0.45%	59

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 $3.38T AUM 44.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

F/M Investments's MMSI Position: Q1 2026 in Review

F/M Investments sold out of Merit Medical Systems (MMSI) in Q1 2026, closing a stake of 55,306 shares — an estimated $4.87M sold.

F/M Investments first reported a position in MMSI in Q2 2024 and held it in 7 quarters. The position peaked at $12.6M in Q2 2024. 400 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

F/M Investments reported no remaining Merit Medical Systems position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 55,306 Merit Medical Systems shares in Q1 2026, an estimated $4.87M.
F/M Investments first reported a position in Merit Medical Systems in Q2 2024 and held it in 7 quarters.
F/M Investments's Merit Medical Systems position peaked at $12.6M in Q2 2024.
400 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.