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Occudo Quantitative Strategies’s Merit Medical Systems MMSI Stock Holding History

Occudo Quantitative Strategies’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 		$543K Buy
7,965
+4,317
+118% +$337K 0.03% 484
2025
Q4 		$322K Sell
3,648
-4,672
-56% -$398K 0.02% 486
2025
Q3 		$692K Buy
8,320
+5,194
+166% +$452K 0.08% 324
2025
Q2 		$292K Buy
+3,126
New +$296K 0.03% 472
2024
Q2 		– Sell
-11,957
Closed -$906K – 900
2024
Q1 		$906K Buy
+11,957
New +$923K 0.16% 186

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

Occudo Quantitative Strategies's MMSI Position: Q1 2026 in Review

Occudo Quantitative Strategies increased its Merit Medical Systems (MMSI) stake by 118% in Q1 2026, buying an estimated $337K and bringing the position to 7,965 shares worth $543K. The position accounts for 0.03% of the portfolio, ranked #484.

Occudo Quantitative Strategies first reported a position in MMSI in Q1 2024 and has held it in 5 quarters since. The position peaked at $906K in Q1 2024. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Occudo Quantitative Strategies held 7,965 shares of Merit Medical Systems worth $543K as of Q1 2026.
  • Occudo Quantitative Strategies bought 4,317 Merit Medical Systems shares in Q1 2026, an estimated $337K.
  • Merit Medical Systems made up 0.03% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #484 holding.
  • Occudo Quantitative Strategies first reported a position in Merit Medical Systems in Q1 2024 and has held it in 5 quarters since.
  • Occudo Quantitative Strategies's Merit Medical Systems position peaked at $906K in Q1 2024.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.