J. Goldman & Co’s Merit Medical Systems MMSI Stock Holding History

J. Goldman & Co’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	$16.8M	Buy	+242,787	New	+$16M	0.43%	62
2020 Q3	–	Sell	-176,235	Closed	-$8.04M	–	359
2020 Q2	$8.04M	Buy	176,235 +78,234	+80%	+$3.16M	0.5%	66
2020 Q1	$3.06M	Buy	+98,001	New	+$3.49M	0.37%	71
2019 Q3	–	Sell	-14,772	Closed	-$880K	–	330
2019 Q2	$880K	Buy	+14,772	New	+$847K	0.06%	204
2014 Q3	–	Sell	-190,000	Closed	-$2.87M	–	315
2014 Q2	$2.87M	Buy	+190,000	New	+$2.63M	0.21%	122

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

J. Goldman & Co's MMSI Position: Q2 2026 in Review

J. Goldman & Co opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 242,787 shares worth $16.8M. The stake represents 0.43% of the portfolio and ranks #62 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in MMSI as recently as Q2 2020.

J. Goldman & Co first reported a position in MMSI in Q2 2014 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

J. Goldman & Co held 242,787 shares of Merit Medical Systems worth $16.8M as of Q2 2026.
Merit Medical Systems was a new J. Goldman & Co position in Q2 2026.
Merit Medical Systems made up 0.43% of J. Goldman & Co's portfolio in Q2 2026, its #62 holding.
J. Goldman & Co first reported a position in Merit Medical Systems in Q2 2014 and has held it in 5 quarters since.
405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.