Prudent Man Advisors’s Merit Medical Systems MMSI Stock Holding History

Prudent Man 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
2025 Q2	–	Sell	-2,222	Closed	-$235K	–	189
2025 Q1	$235K	Hold	2,222	–	–	0.09%	145
2024 Q4	$215K	Sell	2,222 -245	-10%	-$24.4K	0.08%	154
2024 Q3	$244K	Sell	2,467 -69	-3%	-$6.31K	0.08%	149
2024 Q2	$218K	Buy	+2,536	New	+$199K	0.08%	154
2023 Q3	–	Sell	-2,806	Closed	-$235K	–	211
2023 Q2	$235K	Hold	2,806	–	–	0.09%	167
2023 Q1	$208K	Sell	2,806 -1,255	-31%	-$88.1K	0.08%	180
2022 Q4	$287K	Buy	+4,061	New	+$271K	0.12%	149
2022 Q2	–	Sell	-3,685	Closed	-$245K	–	180
2022 Q1	$245K	Sell	3,685 -177	-5%	-$10.6K	0.1%	149
2021 Q4	$241K	Sell	3,862 -660	-15%	-$44.2K	0.09%	161
2021 Q3	$325K	Sell	4,522 -14	-0.3%	-$950	0.12%	129
2021 Q2	$293K	Hold	4,536	–	–	0.11%	145
2021 Q1	$272K	Buy	+4,536	New	+$260K	0.11%	150

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Prudent Man Advisors's MMSI Position: Q2 2025 in Review

Prudent Man Advisors sold out of Merit Medical Systems (MMSI) in Q2 2025, closing a stake of 2,222 shares — an estimated $235K sold.

Prudent Man Advisors first reported a position in MMSI in Q1 2021 and held it in 12 quarters. The position peaked at $325K in Q3 2021. 379 funds tracked by Wall St. Rank hold MMSI as of Q2 2025.

Prudent Man Advisors reported no remaining Merit Medical Systems position as of Q2 2025 after selling out during the quarter.
Prudent Man Advisors sold 2,222 Merit Medical Systems shares in Q2 2025, an estimated $235K.
Prudent Man Advisors first reported a position in Merit Medical Systems in Q1 2021 and held it in 12 quarters.
Prudent Man Advisors's Merit Medical Systems position peaked at $325K in Q3 2021.
379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2025.

Based on Prudent Man Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.