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MeadowBrook Investment Advisors’s Merit Medical Systems MMSI Stock Holding History

MeadowBrook Investment Advisors’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 		$138K Sell
2,000
-902
-31% -$70.5K 0.12% 128
2025
Q4 		$256K Sell
2,902
-15
-0.5% -$1.28K 0.22% 94
2025
Q3 		$243K Sell
2,917
-70
-2% -$6.1K 0.21% 93
2025
Q2 		$279K Sell
2,987
-78
-3% -$7.39K 0.25% 85
2025
Q1 		$324K Buy
3,065
+170
+6% +$17.5K 0.3% 74
2024
Q4 		$280K Hold
2,895
– – 0.25% 90
2024
Q3 		$286K Sell
2,895
-635
-18% -$58.1K 0.26% 82
2024
Q2 		$303K Hold
3,530
– – 0.29% 80
2024
Q1 		$267K Sell
3,530
-320
-8% -$24.7K 0.25% 88
2023
Q4 		$292K Buy
+3,850
New +$269K 0.28% 80

Other funds holding MMSI

BlackRock
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
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

MeadowBrook Investment Advisors's MMSI Position: Q1 2026 in Review

MeadowBrook Investment Advisors reduced its Merit Medical Systems (MMSI) stake by 31% in Q1 2026, selling an estimated $70.5K and leaving 2,000 shares worth $138K. The position accounts for 0.12% of the portfolio, ranked #128.

MeadowBrook Investment Advisors first reported a position in MMSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $324K in Q1 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • MeadowBrook Investment Advisors held 2,000 shares of Merit Medical Systems worth $138K as of Q1 2026.
  • MeadowBrook Investment Advisors sold 902 Merit Medical Systems shares in Q1 2026, an estimated $70.5K.
  • Merit Medical Systems made up 0.12% of MeadowBrook Investment Advisors's portfolio in Q1 2026, its #128 holding.
  • MeadowBrook Investment Advisors first reported a position in Merit Medical Systems in Q4 2023 and has held it in 10 quarters since.
  • MeadowBrook Investment Advisors's Merit Medical Systems position peaked at $324K in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.