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Horizon Investments’s Merit Medical Systems MMSI Stock Holding History

Horizon 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
Q2 		$1.33M Buy
19,241
+18,134
+1,638% +$1.2M 0.01% 647
2026
Q1 		$76.3K Sell
1,107
-6,106
-85% -$477K ﹤0.01% 1109
2025
Q4 		$636K Buy
7,213
+997
+16% +$84.9K 0.01% 760
2025
Q3 		$517K Buy
6,216
+1,346
+28% +$117K 0.01% 833
2025
Q2 		$455K Buy
+4,870
New +$461K 0.01% 819

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

Horizon Investments's MMSI Position: Q2 2026 in Review

Horizon Investments increased its Merit Medical Systems (MMSI) stake by 1,638% in Q2 2026, buying an estimated $1.2M and bringing the position to 19,241 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #647.

Horizon Investments first reported a position in MMSI in Q2 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Horizon Investments held 19,241 shares of Merit Medical Systems worth $1.33M as of Q2 2026.
  • Horizon Investments bought 18,134 Merit Medical Systems shares in Q2 2026, an estimated $1.2M.
  • Merit Medical Systems made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #647 holding.
  • Horizon Investments first reported a position in Merit Medical Systems in Q2 2025 and has held it in 5 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.