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Kapitalo Investimentos’s Merit Medical Systems MMSI Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-2,061
Closed -$199K – 236
2024
Q4 		$199K Buy
+2,061
New +$205K 0.13% 90
2024
Q2 		– Sell
-4,808
Closed -$364K – 252
2024
Q1 		$364K Buy
4,808
+3,546
+281% +$274K 0.08% 138
2023
Q4 		$95.9K Buy
+1,262
New +$88.1K 0.02% 395
2023
Q3 		– Sell
-7,803
Closed -$653K – 635
2023
Q2 		$653K Buy
+7,803
New +$635K 0.12% 61

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Kapitalo Investimentos's MMSI Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Merit Medical Systems (MMSI) in Q1 2025, closing a stake of 2,061 shares — an estimated $199K sold.

Kapitalo Investimentos first reported a position in MMSI in Q2 2023 and held it in 4 quarters. The position peaked at $653K in Q2 2023. 379 funds tracked by Wall St. Rank hold MMSI as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Merit Medical Systems position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,061 Merit Medical Systems shares in Q1 2025, an estimated $199K.
  • Kapitalo Investimentos first reported a position in Merit Medical Systems in Q2 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Merit Medical Systems position peaked at $653K in Q2 2023.
  • 379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.