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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
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 $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

FORA Capital's MMSI Position: Q1 2026 in Review

FORA Capital increased its Merit Medical Systems (MMSI) stake by 204% in Q1 2026, buying an estimated $486K and bringing the position to 9,266 shares worth $638K. The position accounts for 0.05% of the portfolio, ranked #286.

FORA Capital first reported a position in MMSI in Q1 2020 and has held it in 10 quarters since. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • FORA Capital held 9,266 shares of Merit Medical Systems worth $638K as of Q1 2026.
  • FORA Capital bought 6,216 Merit Medical Systems shares in Q1 2026, an estimated $486K.
  • Merit Medical Systems made up 0.05% of FORA Capital's portfolio in Q1 2026, its #286 holding.
  • FORA Capital first reported a position in Merit Medical Systems in Q1 2020 and has held it in 10 quarters since.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.