LRI Investments’s Merit Medical Systems MMSI Stock Holding History

LRI Investments’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	$347	Sell	5 -45	-90%	-$2.97K	﹤0.01%	1618
2026 Q1	$3.45K	Sell	50 -1	-2%	-$78	﹤0.01%	1175
2025 Q4	$4.48K	Hold	51	–	–	﹤0.01%	1068
2025 Q3	$4.23K	Hold	51	–	–	﹤0.01%	1078
2025 Q2	$4.75K	Hold	51	–	–	﹤0.01%	1034
2025 Q1	$5.37K	Hold	51	–	–	﹤0.01%	928
2024 Q4	$4.91K	Hold	51	–	–	﹤0.01%	938
2024 Q3	$5.14K	Sell	51 -6	-11%	-$549	﹤0.01%	929
2024 Q2	$4.88K	Buy	+57	New	+$4.48K	﹤0.01%	896

Other funds holding MMSI

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return