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 Q2	$20K	Hold	293	–	–	﹤0.01%	404
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 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

Harvest Fund Management's MMSI Position: Q2 2026 in Review

Harvest Fund Management held its Merit Medical Systems (MMSI) position steady in Q2 2026 at 293 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Harvest Fund Management first reported a position in MMSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $122K in Q4 2024. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Harvest Fund Management held 293 shares of Merit Medical Systems worth $20K as of Q2 2026.
Harvest Fund Management left its Merit Medical Systems share count unchanged in Q2 2026.
Merit Medical Systems made up ﹤0.01% of Harvest Fund Management's portfolio in Q2 2026, its #404 holding.
Harvest Fund Management first reported a position in Merit Medical Systems in Q3 2024 and has held it in 8 quarters since.
Harvest Fund Management's Merit Medical Systems position peaked at $122K in Q4 2024.
404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.