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Iron Triangle Partners’s Merit Medical Systems MMSI Stock Holding History

Iron Triangle Partners’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
2025
Q4 		$34M Buy
+385,660
New +$32.8M 3.89% 14
2025
Q3 		– Sell
-392,783
Closed -$36.7M – 32
2025
Q2 		$36.7M Buy
392,783
+163,045
+71% +$15.4M 5.64% 4
2025
Q1 		$24.3M Sell
229,738
-177,284
-44% -$18.3M 3.83% 13
2024
Q4 		$39.4M Buy
407,022
+154,022
+61% +$15.4M 4.33% 11
2024
Q3 		$25M Buy
+253,000
New +$23.2M 3.46% 14

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Iron Triangle Partners's MMSI Position: Q4 2025 in Review

Iron Triangle Partners opened a new position in Merit Medical Systems (MMSI) in Q4 2025: 385,660 shares worth $34M. The stake represents 3.89% of the portfolio and ranks #14 among its holdings. This is a return to the name: Iron Triangle Partners previously reported a position in MMSI as recently as Q2 2025.

Iron Triangle Partners first reported a position in MMSI in Q3 2024 and has held it in 5 quarters since. The position peaked at $39.4M in Q4 2024. 390 funds tracked by Wall St. Rank hold MMSI as of Q4 2025.

  • Iron Triangle Partners held 385,660 shares of Merit Medical Systems worth $34M as of Q4 2025.
  • Merit Medical Systems was a new Iron Triangle Partners position in Q4 2025.
  • Merit Medical Systems made up 3.89% of Iron Triangle Partners's portfolio in Q4 2025, its #14 holding.
  • Iron Triangle Partners first reported a position in Merit Medical Systems in Q3 2024 and has held it in 5 quarters since.
  • Iron Triangle Partners's Merit Medical Systems position peaked at $39.4M in Q4 2024.
  • 390 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2025.

Based on Iron Triangle Partners's 13F filing for Q4 2025, filed 17 Feb 2026.