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

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 $3.38T AUM 44.17% 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 $15.4B AUM 30.35% 1-Year Est. Return

Harbor Investment Advisory's MMSI Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 721 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in MMSI as recently as Q2 2023.

Harbor Investment Advisory first reported a position in MMSI in Q1 2020 and has held it in 15 quarters since. The position peaked at $94.2K in Q2 2023. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Harbor Investment Advisory held 721 shares of Merit Medical Systems worth $50K as of Q2 2026.
Merit Medical Systems was a new Harbor Investment Advisory position in Q2 2026.
Merit Medical Systems made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #758 holding.
Harbor Investment Advisory first reported a position in Merit Medical Systems in Q1 2020 and has held it in 15 quarters since.
Harbor Investment Advisory's Merit Medical Systems position peaked at $94.2K in Q2 2023.
405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.