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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

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

LRI Investments's MMSI Position: Q2 2026 in Review

LRI Investments reduced its Merit Medical Systems (MMSI) stake by 90% in Q2 2026, selling an estimated $2.97K and leaving 5 shares worth $347. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

LRI Investments first reported a position in MMSI in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.37K in Q1 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • LRI Investments held 5 shares of Merit Medical Systems worth $347 as of Q2 2026.
  • LRI Investments sold 45 Merit Medical Systems shares in Q2 2026, an estimated $2.97K.
  • Merit Medical Systems made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1618 holding.
  • LRI Investments first reported a position in Merit Medical Systems in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Merit Medical Systems position peaked at $5.37K in Q1 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.