Harbor Investment Advisory’s Merit Medical Systems MMSI Stock Holding History

Harbor Investment Advisory’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	$50K	Buy	+721	New	+$47.6K	﹤0.01%	758
2023 Q3	–	Sell	-1,126	Closed	-$94.2K	–	1281
2023 Q2	$94.2K	Sell	1,126 -69	-6%	-$5.61K	0.01%	517
2023 Q1	$88.4K	Hold	1,195	–	–	0.01%	529
2022 Q4	$84.4K	Hold	1,195	–	–	0.01%	534
2022 Q3	$68K	Hold	1,195	–	–	0.01%	576
2022 Q2	$65K	Hold	1,195	–	–	0.01%	618
2022 Q1	$79K	Sell	1,195 -91	-7%	-$5.47K	0.01%	603
2021 Q4	$80K	Hold	1,286	–	–	0.01%	602
2021 Q3	$92K	Hold	1,286	–	–	0.01%	553
2021 Q2	$83K	Hold	1,286	–	–	0.01%	557
2021 Q1	$77K	Hold	1,286	–	–	0.01%	557
2020 Q4	$71K	Buy	1,286 +263	+26%	+$13.6K	0.01%	537
2020 Q3	$45K	Buy	1,023 +470	+85%	+$21.2K	0.01%	524
2020 Q2	$25K	Hold	553	–	–	0.01%	585
2020 Q1	$17K	Buy	+553	New	+$19.7K	﹤0.01%	609

Other funds holding MMSI

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return