Fort Washington Investment Advisors
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Fort Washington Investment Advisors’s Merit Medical Systems MMSI Stock Holding History

Fort Washington Investment 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
2026
Q3 		$31.9M Sell
369,895
-106,253
-22% -$8.89M 0.16% 160
2026
Q2 		$33M Buy
476,148
+55,275
+13% +$3.65M 0.17% 151
2026
Q1 		$29M Buy
420,873
+99,850
+31% +$7.8M 0.16% 150
2025
Q4 		$28.3M Buy
321,023
+19,305
+6% +$1.64M 0.15% 145
2025
Q3 		$25.1M Buy
301,718
+123,912
+70% +$10.8M 0.14% 166
2025
Q2 		$16.6M Sell
177,806
-16,544
-9% -$1.57M 0.1% 189
2025
Q1 		$20.5M Sell
194,350
-790
-0.4% -$81.5K 0.13% 157
2024
Q4 		$18.9M Buy
195,140
+14,990
+8% +$1.49M 0.11% 184
2024
Q3 		$17.8M Sell
180,150
-60,580
-25% -$5.54M 0.11% 176
2024
Q2 		$20.7M Buy
240,730
+49,360
+26% +$3.88M 0.13% 136
2024
Q1 		$14.5M Buy
191,370
+25,610
+15% +$1.98M 0.09% 180
2023
Q4 		$12.6M Sell
165,760
-56,640
-25% -$3.95M 0.09% 189
2023
Q3 		$15.4M Buy
222,400
+53,020
+31% +$3.82M 0.12% 157
2023
Q2 		$14.2M Sell
169,380
-17,580
-9% -$1.43M 0.1% 191
2023
Q1 		$13.8M Sell
186,960
-34,851
-16% -$2.45M 0.1% 162
2022
Q4 		$15.7M Sell
221,811
-1,012
-0.5% -$67.5K 0.12% 146
2022
Q3 		$12.6M Buy
+222,823
New +$12.8M 0.11% 159

Other funds holding MMSI

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Fort Washington Investment Advisors's MMSI Position: Q3 2026 in Review

Fort Washington Investment Advisors reduced its Merit Medical Systems (MMSI) stake by 22% in Q3 2026, selling an estimated $8.89M and leaving 369,895 shares worth $31.9M. The position accounts for 0.16% of the portfolio, ranked #160.

Fort Washington Investment Advisors first reported a position in MMSI in Q3 2022 and has held it in 17 quarters since. The position peaked at $33M in Q2 2026. 35 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

  • Fort Washington Investment Advisors held 369,895 shares of Merit Medical Systems worth $31.9M as of Q3 2026.
  • Fort Washington Investment Advisors sold 106,253 Merit Medical Systems shares in Q3 2026, an estimated $8.89M.
  • Merit Medical Systems made up 0.16% of Fort Washington Investment Advisors's portfolio in Q3 2026, its #160 holding.
  • Fort Washington Investment Advisors first reported a position in Merit Medical Systems in Q3 2022 and has held it in 17 quarters since.
  • Fort Washington Investment Advisors's Merit Medical Systems position peaked at $33M in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.