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Harvest Fund Management’s Merit Medical Systems MMSI Stock Holding History

Harvest Fund 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
Q1 		$20K Hold
293
– – ﹤0.01% 398
2025
Q4 		$26K Sell
293
-15
-5% -$1.28K ﹤0.01% 458
2025
Q3 		$26K Hold
308
– – ﹤0.01% 478
2025
Q2 		$29K Hold
308
– – ﹤0.01% 461
2025
Q1 		$33K Sell
308
-954
-76% -$98.4K ﹤0.01% 515
2024
Q4 		$122K Buy
1,262
+44
+4% +$4.38K 0.01% 523
2024
Q3 		$120K Buy
+1,218
New +$111K 0.01% 404

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

Harvest Fund Management's MMSI Position: Q1 2026 in Review

Harvest Fund Management held its Merit Medical Systems (MMSI) position steady in Q1 2026 at 293 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Harvest Fund Management first reported a position in MMSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $122K in Q4 2024. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Harvest Fund Management held 293 shares of Merit Medical Systems worth $20K as of Q1 2026.
  • Harvest Fund Management left its Merit Medical Systems share count unchanged in Q1 2026.
  • Merit Medical Systems made up ﹤0.01% of Harvest Fund Management's portfolio in Q1 2026, its #398 holding.
  • Harvest Fund Management first reported a position in Merit Medical Systems in Q3 2024 and has held it in 7 quarters since.
  • Harvest Fund Management's Merit Medical Systems position peaked at $122K in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.