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 Q2	$240K	Buy	3,465 +325	+10%	+$21.4K	0.02%	221
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Marco Investment Management's MMSI Position: Q2 2026 in Review

Marco Investment Management increased its Merit Medical Systems (MMSI) stake by 10% in Q2 2026, buying an estimated $21.4K and bringing the position to 3,465 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #221.

Marco Investment Management first reported a position in MMSI in Q3 2021 and has held it in 9 quarters since. The position peaked at $264K in Q1 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Marco Investment Management held 3,465 shares of Merit Medical Systems worth $240K as of Q2 2026.
Marco Investment Management bought 325 Merit Medical Systems shares in Q2 2026, an estimated $21.4K.
Merit Medical Systems made up 0.02% of Marco Investment Management's portfolio in Q2 2026, its #221 holding.
Marco Investment Management first reported a position in Merit Medical Systems in Q3 2021 and has held it in 9 quarters since.
Marco Investment Management's Merit Medical Systems position peaked at $264K in Q1 2025.
405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.