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HFM Investment Advisors’s Merit Medical Systems MMSI Stock Holding History

HFM Investment Advisors’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 		$347 Buy
5
+2
+67% +$132 ﹤0.01% 1098
2026
Q1 		$207 Buy
3
+1
+50% +$78 ﹤0.01% 981
2025
Q4 		$177 Hold
2
– – ﹤0.01% 1059
2025
Q3 		$166 Sell
2
-1
-33% -$87 ﹤0.01% 1052
2025
Q2 		$280 Buy
3
+2
+200% +$190 ﹤0.01% 870
2025
Q1 		$106 Buy
+1
New +$103 ﹤0.01% 838

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
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

HFM Investment Advisors's MMSI Position: Q2 2026 in Review

HFM Investment Advisors increased its Merit Medical Systems (MMSI) stake by 67% in Q2 2026, buying an estimated $132 and bringing the position to 5 shares worth $347. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

HFM Investment Advisors first reported a position in MMSI in Q1 2025 and has held it in 6 quarters since. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • HFM Investment Advisors held 5 shares of Merit Medical Systems worth $347 as of Q2 2026.
  • HFM Investment Advisors bought 2 Merit Medical Systems shares in Q2 2026, an estimated $132.
  • Merit Medical Systems made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1098 holding.
  • HFM Investment Advisors first reported a position in Merit Medical Systems in Q1 2025 and has held it in 6 quarters since.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.