Principal Financial Group
MMSI icon

Principal Financial Group’s Merit Medical Systems MMSI Stock Holding History

Principal Financial 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
Q2 		$24.3M Buy
350,627
+3,879
+1% +$256K 0.01% 871
2026
Q1 		$23.9M Buy
346,748
+15,144
+5% +$1.18M 0.01% 819
2025
Q4 		$29.2M Buy
331,604
+14,486
+5% +$1.23M 0.01% 678
2025
Q3 		$26.4M Sell
317,118
-8,296
-3% -$723K 0.01% 715
2025
Q2 		$30.4M Buy
325,414
+5,454
+2% +$517K 0.02% 636
2025
Q1 		$33.8M Buy
319,960
+7,940
+3% +$819K 0.02% 561
2024
Q4 		$30.2M Buy
312,020
+11,756
+4% +$1.17M 0.02% 642
2024
Q3 		$29.7M Sell
300,264
-17,376
-5% -$1.59M 0.02% 642
2024
Q2 		$27.3M Sell
317,640
-8,506
-3% -$669K 0.02% 695
2024
Q1 		$24.7M Buy
326,146
+14,861
+5% +$1.15M 0.01% 785
2023
Q4 		$23.6M Sell
311,285
-4,579
-1% -$320K 0.02% 773
2023
Q3 		$21.8M Sell
315,864
-16,513
-5% -$1.19M 0.02% 760
2023
Q2 		$27.8M Sell
332,377
-17,214
-5% -$1.4M 0.02% 652
2023
Q1 		$25.9M Sell
349,591
-7,731
-2% -$542K 0.02% 695
2022
Q4 		$25.2M Sell
357,322
-3,966
-1% -$265K 0.02% 678
2022
Q3 		$20.4M Buy
361,288
+15,016
+4% +$865K 0.02% 763
2022
Q2 		$18.8M Sell
346,272
-32,030
-8% -$1.95M 0.01% 856
2022
Q1 		$25.2M Sell
378,302
-14,914
-4% -$897K 0.02% 772
2021
Q4 		$24.5M Buy
393,216
+26,314
+7% +$1.76M 0.01% 807
2021
Q3 		$26.3M Buy
366,902
+5,207
+1% +$353K 0.02% 733
2021
Q2 		$23.4M Buy
361,695
+969
+0.3% +$59.9K 0.02% 851
2021
Q1 		$21.6M Sell
360,726
-719
-0.2% -$41.2K 0.02% 851
2020
Q4 		$20.1M Sell
361,445
-7,933
-2% -$409K 0.01% 772
2020
Q3 		$16.1M Sell
369,378
-65,212
-15% -$2.95M 0.01% 786
2020
Q2 		$19.8M Buy
434,590
+15,725
+4% +$635K 0.02% 656
2020
Q1 		$13.1M Sell
418,865
-17,328
-4% -$617K 0.01% 749
2019
Q4 		$13.6M Sell
436,193
-29,745
-6% -$852K 0.01% 1072
2019
Q3 		$14.2M Sell
465,938
-2,391
-0.5% -$96.7K 0.01% 1014
2019
Q2 		$27.9M Sell
468,329
-8,560
-2% -$491K 0.03% 583
2019
Q1 		$29.5M Sell
476,889
-3,145
-0.7% -$178K 0.03% 558
2018
Q4 		$26.8M Buy
480,034
+7,094
+1% +$422K 0.03% 552
2018
Q3 		$29.1M Buy
472,940
+52,294
+12% +$3M 0.03% 625
2018
Q2 		$21.5M Buy
420,646
+7,069
+2% +$350K 0.02% 779
2018
Q1 		$18.8M Buy
413,577
+10,848
+3% +$491K 0.02% 827
2017
Q4 		$17.4M Sell
402,729
-3,920
-1% -$164K 0.02% 914
2017
Q3 		$17.2M Sell
406,649
-3,534
-0.9% -$142K 0.02% 883
2017
Q2 		$15.6M Buy
410,183
+15,345
+4% +$513K 0.02% 937
2017
Q1 		$11.4M Buy
394,838
+46,033
+13% +$1.29M 0.01% 1100
2016
Q4 		$9.24M Buy
348,805
+13,054
+4% +$315K 0.01% 1224
2016
Q3 		$8.15M Buy
335,751
+22,976
+7% +$531K 0.01% 1237
2016
Q2 		$6.2M Buy
312,775
+8,630
+3% +$166K 0.01% 1327
2016
Q1 		$5.62M Buy
304,145
+12,229
+4% +$212K 0.01% 1335
2015
Q4 		$5.43M Buy
291,916
+4,338
+2% +$87.3K 0.01% 1324
2015
Q3 		$6.88M Buy
287,578
+19,359
+7% +$456K 0.01% 1172
2015
Q2 		$5.78M Sell
268,219
-2,147
-0.8% -$43.6K 0.01% 1344
2015
Q1 		$5.2M Buy
270,366
+7,446
+3% +$133K 0.01% 1361
2014
Q4 		$4.56M Buy
262,920
+2,812
+1% +$41.6K 0.01% 1423
2014
Q3 		$3.09M Buy
260,108
+11,559
+5% +$153K 0.01% 1546
2014
Q2 		$3.75M Sell
248,549
-8,920
-3% -$124K 0.01% 1524
2014
Q1 		$3.68M Buy
257,469
+8,958
+4% +$133K 0.01% 1505
2013
Q4 		$3.91M Buy
248,511
+16,330
+7% +$248K 0.01% 1480
2013
Q3 		$2.82M Buy
232,181
+9,564
+4% +$123K 0.01% 1554
2013
Q2 		$2.48M Buy
+222,617
New +$2.39M 0.01% 1536

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

Principal Financial Group's MMSI Position: Q2 2026 in Review

Principal Financial Group increased its Merit Medical Systems (MMSI) stake by 1.1% in Q2 2026, buying an estimated $256K and bringing the position to 350,627 shares worth $24.3M. The position accounts for 0.01% of the portfolio, ranked #871.

Principal Financial Group first reported a position in MMSI in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.8M in Q1 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Principal Financial Group held 350,627 shares of Merit Medical Systems worth $24.3M as of Q2 2026.
  • Principal Financial Group bought 3,879 Merit Medical Systems shares in Q2 2026, an estimated $256K.
  • Merit Medical Systems made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #871 holding.
  • Principal Financial Group first reported a position in Merit Medical Systems in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Merit Medical Systems position peaked at $33.8M in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.