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Mather Group’s Merit Medical Systems MMSI Stock Holding History

Mather Group’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 		$9.51K Buy
+138
New +$10.8K ﹤0.01% 1466
2025
Q4 		– Sell
-20
Closed -$1.67K – 1268
2025
Q3 		$1.67K Buy
+20
New +$1.74K ﹤0.01% 1553
2025
Q2 		– Sell
-20
Closed -$2.11K – 1297
2025
Q1 		$2.11K Sell
20
-20
-50% -$2.06K ﹤0.01% 1563
2024
Q4 		$3.87K Buy
+40
New +$3.99K ﹤0.01% 1421
2024
Q3 		– Sell
-30
Closed -$2.27K – 2003
2024
Q2 		$2.27K Buy
+30
New +$2.36K ﹤0.01% 1855

Other funds holding MMSI

BlackRock
BlackRock New York $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM