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Principal Securities’s Merit Medical Systems MMSI Stock Holding History

Principal Securities’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 		$247K Buy
3,566
+112
+3% +$7.39K ﹤0.01% 1412
2026
Q1 		$238K Sell
3,454
-136
-4% -$10.6K ﹤0.01% 1313
2025
Q4 		$316K Buy
3,590
+113
+3% +$9.62K ﹤0.01% 1126
2025
Q3 		$289K Buy
3,477
+374
+12% +$32.6K ﹤0.01% 1133
2025
Q2 		$290K Buy
3,103
+761
+32% +$72.1K 0.01% 1075
2025
Q1 		$227K Hold
2,342
– – 0.01% 1080
2024
Q4 		$227K Buy
2,342
+513
+28% +$51.1K 0.01% 1080
2024
Q3 		$181K Buy
1,829
+248
+16% +$22.7K ﹤0.01% 1145
2024
Q2 		$136K Buy
1,581
+1,372
+656% +$108K ﹤0.01% 1201
2024
Q1 		$15.8K Buy
209
+71
+51% +$5.48K ﹤0.01% 2126
2023
Q4 		$10.5K Buy
+138
New +$9.63K ﹤0.01% 2215

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 Securities's MMSI Position: Q2 2026 in Review

Principal Securities increased its Merit Medical Systems (MMSI) stake by 3.2% in Q2 2026, buying an estimated $7.39K and bringing the position to 3,566 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Principal Securities first reported a position in MMSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $316K in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Principal Securities held 3,566 shares of Merit Medical Systems worth $247K as of Q2 2026.
  • Principal Securities bought 112 Merit Medical Systems shares in Q2 2026, an estimated $7.39K.
  • Merit Medical Systems made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1412 holding.
  • Principal Securities first reported a position in Merit Medical Systems in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Merit Medical Systems position peaked at $316K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

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