LFAS
MMSI icon

Level Four Advisory Services’s Merit Medical Systems MMSI Stock Holding History

Level Four Advisory Services’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 		$1.28M Buy
18,547
+1,525
+9% +$119K 0.04% 374
2025
Q4 		$1.5M Sell
17,022
-2,996
-15% -$255K 0.05% 334
2025
Q3 		$1.67M Buy
20,018
+2,153
+12% +$188K 0.06% 307
2025
Q2 		$1.67M Buy
17,865
+1,371
+8% +$130K 0.06% 281
2025
Q1 		$1.74M Buy
16,494
+293
+2% +$30.2K 0.07% 261
2024
Q4 		$1.57M Buy
16,201
+2,458
+18% +$245K 0.06% 272
2024
Q3 		$1.36M Buy
13,743
+2,700
+24% +$247K 0.06% 291
2024
Q2 		$949K Buy
+11,043
New +$868K 0.04% 345

Other funds holding MMSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM