Jackson Creek Investment Advisors’s Merit Medical Systems MMSI Stock Holding History

Jackson Creek 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	–	Sell	-4,809	Closed	-$331K	–	376
2026 Q1	$331K	Sell	4,809 -8	-0.2%	-$625	0.1%	275
2025 Q4	$425K	Buy	+4,817	New	+$410K	0.13%	234
2025 Q1	–	Sell	-15,972	Closed	-$1.54M	–	339
2024 Q4	$1.54M	Sell	15,972 -499	-3%	-$49.7K	0.47%	89
2024 Q3	$1.63M	Buy	+16,471	New	+$1.51M	0.48%	75
2023 Q3	–	Sell	-14,299	Closed	-$1.2M	–	340
2023 Q2	$1.2M	Buy	14,299 +1,037	+8%	+$84.4K	0.48%	29
2023 Q1	$981K	Buy	+13,262	New	+$930K	0.41%	61
2022 Q3	–	Sell	-14,831	Closed	-$852K	–	328
2022 Q2	$852K	Sell	14,831 -1,215	-8%	-$74.1K	0.34%	169
2022 Q1	$1.07M	Buy	16,046 +1,007	+7%	+$60.5K	0.39%	121
2021 Q4	$937K	Sell	15,039 -1,049	-7%	-$70.3K	0.34%	168
2021 Q3	$1.16M	Buy	+16,088	New	+$1.09M	0.43%	71

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

Jackson Creek Investment Advisors's MMSI Position: Q2 2026 in Review

Jackson Creek Investment Advisors sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 4,809 shares — an estimated $331K sold.

Jackson Creek Investment Advisors first reported a position in MMSI in Q3 2021 and held it in 10 quarters. The position peaked at $1.63M in Q3 2024. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Jackson Creek Investment Advisors reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
Jackson Creek Investment Advisors sold 4,809 Merit Medical Systems shares in Q2 2026, an estimated $331K.
Jackson Creek Investment Advisors first reported a position in Merit Medical Systems in Q3 2021 and held it in 10 quarters.
Jackson Creek Investment Advisors's Merit Medical Systems position peaked at $1.63M in Q3 2024.
403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.