HI
MMSI icon

Harbour Investments’s Merit Medical Systems MMSI Stock Holding History

Harbour Investments’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
Q1 		$29.6K Sell
429
-6
-1% -$469 ﹤0.01% 2646
2025
Q4 		$38.3K Buy
435
+3
+0.7% +$255 ﹤0.01% 2080
2025
Q3 		$36K Sell
432
-193
-31% -$16.8K ﹤0.01% 2045
2025
Q2 		$58.4K Hold
625
– – ﹤0.01% 1732
2025
Q1 		$66.1K Buy
+625
New +$64.5K ﹤0.01% 1636
2021
Q4 		– Sell
-145
Closed -$10K – 3282
2021
Q3 		$10K Buy
+145
New +$9.84K ﹤0.01% 2673
2021
Q2 		– Sell
-172
Closed -$10K – 3884
2021
Q1 		$10K Buy
+172
New +$9.85K ﹤0.01% 2617

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Harbour Investments's MMSI Position: Q1 2026 in Review

Harbour Investments reduced its Merit Medical Systems (MMSI) stake by 1.4% in Q1 2026, selling an estimated $469 and leaving 429 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Harbour Investments first reported a position in MMSI in Q1 2021 and has held it in 7 quarters since. The position peaked at $66.1K in Q1 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Harbour Investments held 429 shares of Merit Medical Systems worth $29.6K as of Q1 2026.
  • Harbour Investments sold 6 Merit Medical Systems shares in Q1 2026, an estimated $469.
  • Merit Medical Systems made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2646 holding.
  • Harbour Investments first reported a position in Merit Medical Systems in Q1 2021 and has held it in 7 quarters since.
  • Harbour Investments's Merit Medical Systems position peaked at $66.1K in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.