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R Squared’s Merit Medical Systems MMSI Stock Holding History

R Squared’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
Q4 		– Sell
-2,617
Closed -$218K – 643
2025
Q3 		$218K Buy
+2,617
New +$228K 0.09% 355
2025
Q1 		– Sell
-150
Closed -$14.5K – 1011
2024
Q4 		$14.5K Buy
+150
New +$14.9K 0.01% 1027

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

R Squared's MMSI Position: Q4 2025 in Review

R Squared sold out of Merit Medical Systems (MMSI) in Q4 2025, closing a stake of 2,617 shares — an estimated $218K sold.

R Squared first reported a position in MMSI in Q4 2024 and held it in 2 quarters. The position peaked at $218K in Q3 2025. 390 funds tracked by Wall St. Rank hold MMSI as of Q4 2025.

  • R Squared reported no remaining Merit Medical Systems position as of Q4 2025 after selling out during the quarter.
  • R Squared sold 2,617 Merit Medical Systems shares in Q4 2025, an estimated $218K.
  • R Squared first reported a position in Merit Medical Systems in Q4 2024 and held it in 2 quarters.
  • R Squared's Merit Medical Systems position peaked at $218K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.