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Fortitude Family Office’s Merit Medical Systems MMSI Stock Holding History

Fortitude Family Office’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
-13
Closed -$896 – 2338
2026
Q1 		$896 Sell
13
-2
-13% -$156 ﹤0.01% 1535
2025
Q4 		$1.32K Buy
15
+1
+7% +$85 ﹤0.01% 1347
2025
Q3 		$1.17K Buy
14
+2
+17% +$174 ﹤0.01% 1486
2025
Q2 		$1.12K Buy
+12
New +$1.14K ﹤0.01% 1457

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

Fortitude Family Office's MMSI Position: Q2 2026 in Review

Fortitude Family Office sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 13 shares — an estimated $896 sold.

Fortitude Family Office first reported a position in MMSI in Q2 2025 and held it in 4 quarters. The position peaked at $1.32K in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Fortitude Family Office reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • Fortitude Family Office sold 13 Merit Medical Systems shares in Q2 2026, an estimated $896.
  • Fortitude Family Office first reported a position in Merit Medical Systems in Q2 2025 and held it in 4 quarters.
  • Fortitude Family Office's Merit Medical Systems position peaked at $1.32K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.