Lido Advisors
MMSI icon

Lido Advisors’s Merit Medical Systems MMSI Stock Holding History

Lido 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
2026
Q2 		$354K Buy
5,101
+741
+17% +$48.9K ﹤0.01% 1666
2026
Q1 		$301K Buy
4,360
+524
+14% +$40.9K ﹤0.01% 1565
2025
Q4 		$324K Buy
3,836
+140
+4% +$11.9K ﹤0.01% 1523
2025
Q3 		$308K Sell
3,696
-216
-6% -$18.8K ﹤0.01% 1476
2025
Q2 		$366K Buy
3,912
+225
+6% +$21.3K ﹤0.01% 1248
2025
Q1 		$390K Buy
3,687
+70
+2% +$7.22K ﹤0.01% 1101
2024
Q4 		$350K Buy
3,617
+906
+33% +$90.3K ﹤0.01% 1144
2024
Q3 		$268K Sell
2,711
-252
-9% -$23.1K ﹤0.01% 1207
2024
Q2 		$255K Sell
2,963
-196
-6% -$15.4K ﹤0.01% 1196
2024
Q1 		$239K Buy
3,159
+265
+9% +$20.5K ﹤0.01% 1195
2023
Q4 		$220K Sell
2,894
-776
-21% -$54.2K ﹤0.01% 1176
2023
Q3 		$253K Buy
+3,670
New +$264K ﹤0.01% 989

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

Lido Advisors's MMSI Position: Q2 2026 in Review

Lido Advisors increased its Merit Medical Systems (MMSI) stake by 17% in Q2 2026, buying an estimated $48.9K and bringing the position to 5,101 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Lido Advisors first reported a position in MMSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $390K in Q1 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Lido Advisors held 5,101 shares of Merit Medical Systems worth $354K as of Q2 2026.
  • Lido Advisors bought 741 Merit Medical Systems shares in Q2 2026, an estimated $48.9K.
  • Merit Medical Systems made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1666 holding.
  • Lido Advisors first reported a position in Merit Medical Systems in Q3 2023 and has held it in 12 quarters since.
  • Lido Advisors's Merit Medical Systems position peaked at $390K in Q1 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.