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LGT Financial Advisors’s Merit Medical Systems MMSI Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-66
Closed -$6.38K – 567
2024
Q4 		$6.38K Hold
66
– – 0.01% 515
2024
Q3 		$6.52K Hold
66
– – 0.02% 485
2024
Q2 		$5.67K Hold
66
– – 0.01% 576
2024
Q1 		$5K Hold
66
– – 0.01% 627
2023
Q4 		$5.01K Hold
66
– – 0.01% 630
2023
Q3 		$4.55K Buy
+66
New +$4.75K 0.01% 640

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

LGT Financial Advisors's MMSI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Merit Medical Systems (MMSI) in Q1 2025, closing a stake of 66 shares — an estimated $6.38K sold.

LGT Financial Advisors first reported a position in MMSI in Q3 2023 and held it in 6 quarters. The position peaked at $6.52K in Q3 2024. 379 funds tracked by Wall St. Rank hold MMSI as of Q1 2025.

  • LGT Financial Advisors reported no remaining Merit Medical Systems position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 66 Merit Medical Systems shares in Q1 2025, an estimated $6.38K.
  • LGT Financial Advisors first reported a position in Merit Medical Systems in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Merit Medical Systems position peaked at $6.52K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.