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Joel Greenblatt’s Merit Medical Systems MMSI Stock Holding History

Joel Greenblatt’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
-6,345
Closed -$437K – 1861
2026
Q1 		$437K Buy
+6,345
New +$496K ﹤0.01% 1517
2025
Q4 		– Sell
-13,005
Closed -$1.08M – 1788
2025
Q3 		$1.08M Buy
13,005
+8,018
+161% +$698K ﹤0.01% 1175
2025
Q2 		$466K Buy
+4,987
New +$473K ﹤0.01% 1342
2024
Q4 		– Sell
-7,973
Closed -$788K – 1485
2024
Q3 		$788K Buy
+7,973
New +$730K 0.01% 976
2022
Q2 		– Sell
-12,128
Closed -$807K – 1200
2022
Q1 		$807K Sell
12,128
-295
-2% -$17.7K 0.03% 641
2021
Q4 		$774K Sell
12,423
-1,733
-12% -$116K 0.03% 621
2021
Q3 		$1.02M Sell
14,156
-4,885
-26% -$331K 0.04% 475
2021
Q2 		$1.23M Buy
19,041
+5,347
+39% +$331K 0.05% 432
2021
Q1 		$820K Buy
13,694
+4,072
+42% +$233K 0.04% 543
2020
Q4 		$534K Buy
+9,622
New +$497K 0.02% 690
2017
Q4 		– Sell
-6,659
Closed -$282K – 1009
2017
Q3 		$282K Buy
+6,659
New +$268K ﹤0.01% 814
2017
Q2 		– Sell
-16,182
Closed -$468K – 1038
2017
Q1 		$468K Buy
+16,182
New +$453K 0.01% 771
2015
Q4 		– Sell
-19,222
Closed -$460K – 942
2015
Q3 		$460K Sell
19,222
-2,567
-12% -$60.4K ﹤0.01% 742
2015
Q2 		$469K Buy
21,789
+9,769
+81% +$198K ﹤0.01% 747
2015
Q1 		$231K Buy
+12,020
New +$214K ﹤0.01% 841

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

Joel Greenblatt's MMSI Position: Q2 2026 in Review

Joel Greenblatt sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 6,345 shares — an estimated $437K sold.

Joel Greenblatt first reported a position in MMSI in Q1 2015 and held it in 15 quarters. The position peaked at $1.23M in Q2 2021. 402 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Joel Greenblatt reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • Joel Greenblatt sold 6,345 Merit Medical Systems shares in Q2 2026, an estimated $437K.
  • Joel Greenblatt first reported a position in Merit Medical Systems in Q1 2015 and held it in 15 quarters.
  • Joel Greenblatt's Merit Medical Systems position peaked at $1.23M in Q2 2021.
  • 402 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.