First Horizon Advisors’s Merit Medical Systems MMSI Stock Holding History

First Horizon Advisors’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
2025 Q2	$53.5K	Sell	572 -179	-24%	-$17K	﹤0.01%	965
2025 Q1	$79.4K	Sell	751 -21	-3%	-$2.17K	﹤0.01%	751
2024 Q4	$74.7K	Hold	772	–	–	﹤0.01%	793
2024 Q3	$76.3K	Buy	772 +83	+12%	+$7.59K	﹤0.01%	818
2024 Q2	$59.2K	Sell	689 -163	-19%	-$12.8K	﹤0.01%	851
2024 Q1	$64.5K	Sell	852 -101	-11%	-$7.8K	﹤0.01%	843
2023 Q4	$72.4K	Buy	953 +52	+6%	+$3.63K	﹤0.01%	767
2023 Q3	$62.2K	Sell	901 -261	-22%	-$18.8K	﹤0.01%	765
2023 Q2	$97.2K	Sell	1,162 -138	-11%	-$11.2K	﹤0.01%	653
2023 Q1	$96.1K	Buy	1,300 +152	+13%	+$10.7K	﹤0.01%	652
2022 Q4	$81.1K	Sell	1,148 -9	-0.8%	-$601	﹤0.01%	689
2022 Q3	$64K	Sell	1,157 -130	-10%	-$7.49K	﹤0.01%	752
2022 Q2	$70K	Buy	1,287 +463	+56%	+$28.2K	﹤0.01%	806
2022 Q1	$55K	Sell	824 -84	-9%	-$5.05K	﹤0.01%	617
2021 Q4	$56K	Buy	908 +72	+9%	+$4.82K	﹤0.01%	882
2021 Q3	$59K	Hold	836	–	–	﹤0.01%	835
2021 Q2	$54K	Sell	836 -17	-2%	-$1.05K	﹤0.01%	752
2021 Q1	$51K	Buy	853 +647	+314%	+$37.1K	﹤0.01%	735
2020 Q4	$11K	Buy	206 +56	+37%	+$2.89K	﹤0.01%	1050
2020 Q3	$7K	Hold	150	–	–	﹤0.01%	1094
2020 Q2	$7K	Hold	150	–	–	﹤0.01%	1102
2020 Q1	$5K	Hold	150	–	–	﹤0.01%	1110
2019 Q4	$5K	Hold	150	–	–	﹤0.01%	1269
2019 Q3	$5K	Hold	150	–	–	﹤0.01%	1249
2019 Q2	$9K	Hold	150	–	–	﹤0.01%	1115
2019 Q1	$9K	Hold	150	–	–	﹤0.01%	1091
2018 Q4	$8K	Sell	150 -350	-70%	-$20.8K	﹤0.01%	1093
2018 Q3	$30K	Buy	500 +275	+122%	+$15.8K	﹤0.01%	735
2018 Q2	$12K	Hold	225	–	–	﹤0.01%	1057
2018 Q1	$10K	Hold	225	–	–	﹤0.01%	1003
2017 Q4	$10K	Buy	225 +50	+29%	+$2.1K	﹤0.01%	1030
2017 Q3	$7K	Hold	175	–	–	﹤0.01%	1109
2017 Q2	$7K	Hold	175	–	–	﹤0.01%	1082
2017 Q1	$5K	Hold	175	–	–	﹤0.01%	1205
2016 Q4	$4K	Hold	175	–	–	﹤0.01%	1195
2016 Q3	$4K	Hold	175	–	–	﹤0.01%	1186
2016 Q2	$3K	Buy	+175	New	+$3.37K	﹤0.01%	1183

Other funds holding MMSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

First Horizon Advisors's MMSI Position: Q2 2025 in Review

First Horizon Advisors reduced its Merit Medical Systems (MMSI) stake by 24% in Q2 2025, selling an estimated $17K and leaving 572 shares worth $53.5K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

First Horizon Advisors first reported a position in MMSI in Q2 2016 and has held it in 37 quarters since. The position peaked at $97.2K in Q2 2023. 379 funds tracked by Wall St. Rank hold MMSI as of Q2 2025.

First Horizon Advisors held 572 shares of Merit Medical Systems worth $53.5K as of Q2 2025.
First Horizon Advisors sold 179 Merit Medical Systems shares in Q2 2025, an estimated $17K.
Merit Medical Systems made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #965 holding.
First Horizon Advisors first reported a position in Merit Medical Systems in Q2 2016 and has held it in 37 quarters since.
First Horizon Advisors's Merit Medical Systems position peaked at $97.2K in Q2 2023.
379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.