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Lindenwold Advisors’s Merit Medical Systems MMSI Stock Holding History

Lindenwold 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
Q3 		– Sell
-2,592
Closed -$242K – 114
2025
Q2 		$242K Sell
2,592
-89
-3% -$8.43K 0.13% 95
2025
Q1 		$283K Sell
2,681
-465
-15% -$48K 0.16% 84
2024
Q4 		$304K Buy
3,146
+10
+0.3% +$997 0.16% 93
2024
Q3 		$310K Buy
3,136
+10
+0.3% +$915 0.16% 94
2024
Q2 		$269K Hold
3,126
– – 0.14% 93
2024
Q1 		$237K Buy
3,126
+10
+0.3% +$772 0.13% 108
2023
Q4 		$237K Hold
3,116
– – 0.13% 107
2023
Q3 		$215K Buy
3,116
+60
+2% +$4.32K 0.13% 104
2023
Q2 		$256K Sell
3,056
-155
-5% -$12.6K 0.16% 96
2023
Q1 		$237K Sell
3,211
-15
-0.5% -$1.05K 0.15% 104
2022
Q4 		$228K Buy
+3,226
New +$215K 0.15% 104
2022
Q2 		– Sell
-3,836
Closed -$255K – 116
2022
Q1 		$255K Buy
3,836
+200
+6% +$12K 0.16% 102
2021
Q4 		$227K Buy
+3,636
New +$244K 0.13% 121

Other funds holding MMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lindenwold Advisors's MMSI Position: Q3 2025 in Review

Lindenwold Advisors sold out of Merit Medical Systems (MMSI) in Q3 2025, closing a stake of 2,592 shares — an estimated $242K sold.

Lindenwold Advisors first reported a position in MMSI in Q4 2021 and held it in 13 quarters. The position peaked at $310K in Q3 2024. 378 funds tracked by Wall St. Rank hold MMSI as of Q3 2025.

  • Lindenwold Advisors reported no remaining Merit Medical Systems position as of Q3 2025 after selling out during the quarter.
  • Lindenwold Advisors sold 2,592 Merit Medical Systems shares in Q3 2025, an estimated $242K.
  • Lindenwold Advisors first reported a position in Merit Medical Systems in Q4 2021 and held it in 13 quarters.
  • Lindenwold Advisors's Merit Medical Systems position peaked at $310K in Q3 2024.
  • 378 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.