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Larson Financial Group’s Merit Medical Systems MMSI Stock Holding History

Larson Financial Group’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
Q1 		– Sell
-9
Closed -$793 – 3732
2025
Q4 		$793 Buy
9
+5
+125% +$426 ﹤0.01% 3017
2025
Q3 		$333 Sell
4
-9
-69% -$784 ﹤0.01% 3179
2025
Q2 		$1.22K Buy
13
+5
+63% +$474 ﹤0.01% 2583
2025
Q1 		$846 Hold
8
– – ﹤0.01% 2430
2024
Q4 		$774 Hold
8
– – ﹤0.01% 2096
2024
Q3 		$791 Hold
8
– – ﹤0.01% 2034
2024
Q2 		$688 Buy
+8
New +$629 ﹤0.01% 1778

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Larson Financial Group's MMSI Position: Q1 2026 in Review

Larson Financial Group sold out of Merit Medical Systems (MMSI) in Q1 2026, closing a stake of 9 shares — an estimated $793 sold.

Larson Financial Group first reported a position in MMSI in Q2 2024 and held it in 7 quarters. The position peaked at $1.22K in Q2 2025. 400 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Larson Financial Group reported no remaining Merit Medical Systems position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 9 Merit Medical Systems shares in Q1 2026, an estimated $793.
  • Larson Financial Group first reported a position in Merit Medical Systems in Q2 2024 and held it in 7 quarters.
  • Larson Financial Group's Merit Medical Systems position peaked at $1.22K in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.