FC
MMSI icon

FORA Capital’s Merit Medical Systems MMSI Stock Holding History

FORA Capital’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 		– Sell
-9,266
Closed -$638K – 484
2026
Q1 		$638K Buy
9,266
+6,216
+204% +$486K 0.05% 286
2025
Q4 		$269K Sell
3,050
-1,330
-30% -$113K 0.03% 376
2025
Q3 		$365K Buy
4,380
+904
+26% +$78.7K 0.06% 341
2025
Q2 		$325K Buy
+3,476
New +$329K 0.04% 394
2024
Q3 		– Sell
-3,262
Closed -$280K – 521
2024
Q2 		$280K Sell
3,262
-4,356
-57% -$343K 0.03% 330
2024
Q1 		$577K Buy
+7,618
New +$588K 0.05% 307
2021
Q3 		– Sell
-5,273
Closed -$341K – 668
2021
Q2 		$341K Buy
+5,273
New +$326K 0.06% 337
2021
Q1 		– Sell
-1,852
Closed -$103K – 967
2020
Q4 		$103K Buy
1,852
+1,279
+223% +$66K 0.02% 660
2020
Q3 		$25K Buy
+573
New +$25.9K 0.02% 550
2020
Q2 		– Sell
-6,860
Closed -$214K – 1145
2020
Q1 		$214K Buy
+6,860
New +$244K 0.05% 435

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

FORA Capital's MMSI Position: Q2 2026 in Review

FORA Capital sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 9,266 shares — an estimated $638K sold.

FORA Capital first reported a position in MMSI in Q1 2020 and held it in 10 quarters. The position peaked at $638K in Q1 2026. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • FORA Capital reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 9,266 Merit Medical Systems shares in Q2 2026, an estimated $638K.
  • FORA Capital first reported a position in Merit Medical Systems in Q1 2020 and held it in 10 quarters.
  • FORA Capital's Merit Medical Systems position peaked at $638K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.