MCM
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MAI Capital Management’s Merit Medical Systems MMSI Stock Holding History

MAI Capital 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
2026
Q2 		– Sell
-39
Closed -$2.69K – 3681
2026
Q1 		$2.69K Buy
39
+15
+63% +$1.17K ﹤0.01% 3811
2025
Q4 		$2.12K Sell
24
-55
-70% -$4.68K ﹤0.01% 3401
2025
Q3 		$6.58K Sell
79
-171
-68% -$14.9K ﹤0.01% 2917
2025
Q2 		$23.4K Buy
250
+211
+541% +$20K ﹤0.01% 2275
2025
Q1 		$4.12K Sell
39
-15
-28% -$1.55K ﹤0.01% 2783
2024
Q4 		$5.22K Buy
+54
New +$5.38K ﹤0.01% 2758

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

MAI Capital Management's MMSI Position: Q2 2026 in Review

MAI Capital Management sold out of Merit Medical Systems (MMSI) in Q2 2026, closing a stake of 39 shares — an estimated $2.69K sold.

MAI Capital Management first reported a position in MMSI in Q4 2024 and held it in 6 quarters. The position peaked at $23.4K in Q2 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • MAI Capital Management reported no remaining Merit Medical Systems position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 39 Merit Medical Systems shares in Q2 2026, an estimated $2.69K.
  • MAI Capital Management first reported a position in Merit Medical Systems in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Merit Medical Systems position peaked at $23.4K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.