Marco Investment Management’s Merit Medical Systems MMSI Stock Holding History

Marco Investment 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 Q1	$216K	Buy	3,140 +640	+26%	+$50K	0.02%	222
2025 Q4	$220K	Hold	2,500	–	–	0.02%	213
2025 Q3	$208K	Hold	2,500	–	–	0.02%	213
2025 Q2	$234K	Hold	2,500	–	–	0.02%	195
2025 Q1	$264K	Hold	2,500	–	–	0.02%	174
2024 Q4	$242K	Hold	2,500	–	–	0.02%	192
2024 Q3	$247K	Buy	+2,500	New	+$229K	0.02%	197
2021 Q4	–	Sell	-2,900	Closed	-$208K	–	225
2021 Q3	$208K	Buy	+2,900	New	+$197K	0.02%	206

Other funds holding MMSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Marco Investment Management's MMSI Position: Q1 2026 in Review

Marco Investment Management increased its Merit Medical Systems (MMSI) stake by 26% in Q1 2026, buying an estimated $50K and bringing the position to 3,140 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #222.

Marco Investment Management first reported a position in MMSI in Q3 2021 and has held it in 8 quarters since. The position peaked at $264K in Q1 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

Marco Investment Management held 3,140 shares of Merit Medical Systems worth $216K as of Q1 2026.
Marco Investment Management bought 640 Merit Medical Systems shares in Q1 2026, an estimated $50K.
Merit Medical Systems made up 0.02% of Marco Investment Management's portfolio in Q1 2026, its #222 holding.
Marco Investment Management first reported a position in Merit Medical Systems in Q3 2021 and has held it in 8 quarters since.
Marco Investment Management's Merit Medical Systems position peaked at $264K in Q1 2025.
399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.