Fulcrum Asset Management’s Merit Medical Systems MMSI Stock Holding History

Fulcrum Asset Management’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	$10.2K	Buy	+146	New	+$9.63K	﹤0.01%	666

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Fulcrum Asset Management's MMSI Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 146 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings.

403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Fulcrum Asset Management held 146 shares of Merit Medical Systems worth $10.2K as of Q2 2026.
Merit Medical Systems was a new Fulcrum Asset Management position in Q2 2026.
Merit Medical Systems made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #666 holding.
403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.