LAM
MMSI icon

Longboard Asset Management’s Merit Medical Systems MMSI Stock Holding History

Longboard Asset Management’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
Q2 		– Sell
-2,075
Closed -$219K – 203
2025
Q1 		$219K Hold
2,075
– – 0.64% 83
2024
Q4 		$201K Buy
+2,075
New +$207K 0.53% 154

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Longboard Asset Management's MMSI Position: Q2 2025 in Review

Longboard Asset Management sold out of Merit Medical Systems (MMSI) in Q2 2025, closing a stake of 2,075 shares — an estimated $219K sold.

Longboard Asset Management first reported a position in MMSI in Q4 2024 and held it in 2 quarters. The position peaked at $219K in Q1 2025. 379 funds tracked by Wall St. Rank hold MMSI as of Q2 2025.

  • Longboard Asset Management reported no remaining Merit Medical Systems position as of Q2 2025 after selling out during the quarter.
  • Longboard Asset Management sold 2,075 Merit Medical Systems shares in Q2 2025, an estimated $219K.
  • Longboard Asset Management first reported a position in Merit Medical Systems in Q4 2024 and held it in 2 quarters.
  • Longboard Asset Management's Merit Medical Systems position peaked at $219K in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2025.

Based on Longboard Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.