Lido Advisors

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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM