MIA
MMSI icon

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
Q2 		$186K Buy
2,680
+680
+34% +$44.9K 0.15% 110
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 $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

MeadowBrook Investment Advisors's MMSI Position: Q2 2026 in Review

MeadowBrook Investment Advisors increased its Merit Medical Systems (MMSI) stake by 34% in Q2 2026, buying an estimated $44.9K and bringing the position to 2,680 shares worth $186K. The position accounts for 0.15% of the portfolio, ranked #110.

MeadowBrook Investment Advisors first reported a position in MMSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $324K in Q1 2025. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • MeadowBrook Investment Advisors held 2,680 shares of Merit Medical Systems worth $186K as of Q2 2026.
  • MeadowBrook Investment Advisors bought 680 Merit Medical Systems shares in Q2 2026, an estimated $44.9K.
  • Merit Medical Systems made up 0.15% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • MeadowBrook Investment Advisors first reported a position in Merit Medical Systems in Q4 2023 and has held it in 11 quarters since.
  • MeadowBrook Investment Advisors's Merit Medical Systems position peaked at $324K in Q1 2025.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.