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Freestone Grove Partners’s Merit Medical Systems MMSI Stock Holding History

Freestone Grove Partners’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 		$1.15M Sell
16,554
-366,311
-96% -$24.2M 0.01% 513
2026
Q1 		$26.4M Buy
382,865
+317,830
+489% +$24.8M 0.19% 178
2025
Q4 		$5.73M Buy
65,035
+61,265
+1,625% +$5.21M 0.04% 342
2025
Q3 		$314K Buy
+3,770
New +$328K ﹤0.01% 605
2025
Q1 		– Sell
-2,927
Closed -$283K – 714
2024
Q4 		$283K Buy
+2,927
New +$292K ﹤0.01% 476

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

Freestone Grove Partners's MMSI Position: Q2 2026 in Review

Freestone Grove Partners reduced its Merit Medical Systems (MMSI) stake by 96% in Q2 2026, selling an estimated $24.2M and leaving 16,554 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #513.

Freestone Grove Partners first reported a position in MMSI in Q4 2024 and has held it in 5 quarters since. The position peaked at $26.4M in Q1 2026. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Freestone Grove Partners held 16,554 shares of Merit Medical Systems worth $1.15M as of Q2 2026.
  • Freestone Grove Partners sold 366,311 Merit Medical Systems shares in Q2 2026, an estimated $24.2M.
  • Merit Medical Systems made up 0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #513 holding.
  • Freestone Grove Partners first reported a position in Merit Medical Systems in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's Merit Medical Systems position peaked at $26.4M in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.