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InceptionR’s Merit Medical Systems MMSI Stock Holding History

InceptionR’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 		– Sell
-7,093
Closed -$489K – 821
2026
Q1 		$489K Buy
+7,093
New +$554K 0.12% 314
2025
Q3 		– Sell
-14,878
Closed -$1.39M – 843
2025
Q2 		$1.39M Buy
14,878
+12,526
+533% +$1.19M 0.32% 78
2025
Q1 		$249K Sell
2,352
-13,308
-85% -$1.37M 0.07% 424
2024
Q4 		$1.51M Buy
+15,660
New +$1.56M 0.34% 71
2023
Q3 		– Sell
-7,070
Closed -$591K – 508
2023
Q2 		$591K Buy
+7,070
New +$575K 0.32% 113
2023
Q1 		– Sell
-3,470
Closed -$245K – 529
2022
Q4 		$245K Buy
+3,470
New +$232K 0.13% 314

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

InceptionR's MMSI Position: Q2 2026 in Review

InceptionR sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 7,093 shares — an estimated $489K sold.

InceptionR first reported a position in MMSI in Q4 2022 and held it in 6 quarters. The position peaked at $1.51M in Q4 2024. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • InceptionR reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 7,093 Merit Medical Systems shares in Q2 2026, an estimated $489K.
  • InceptionR first reported a position in Merit Medical Systems in Q4 2022 and held it in 6 quarters.
  • InceptionR's Merit Medical Systems position peaked at $1.51M in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.