Ray Dalio
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Ray Dalio’s Merit Medical Systems MMSI Stock Holding History

Ray Dalio’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 		$380K Buy
+5,507
New +$430K ﹤0.01% 924
2025
Q2 		– Sell
-2,440
Closed -$258K – 686
2025
Q1 		$258K Sell
2,440
-4,195
-63% -$433K ﹤0.01% 624
2024
Q4 		$642K Sell
6,635
-2,952
-31% -$294K ﹤0.01% 553
2024
Q3 		$947K Sell
9,587
-38,678
-80% -$3.54M 0.01% 609
2024
Q2 		$4.15M Sell
48,265
-6,645
-12% -$523K 0.02% 390
2024
Q1 		$4.16M Sell
54,910
-12,912
-19% -$997K 0.02% 402
2023
Q4 		$5.15M Buy
67,822
+30,388
+81% +$2.12M 0.03% 361
2023
Q3 		$2.58M Sell
37,434
-33,276
-47% -$2.39M 0.02% 464
2023
Q2 		$5.91M Sell
70,710
-19,418
-22% -$1.58M 0.04% 278
2023
Q1 		$6.66M Buy
90,128
+2,880
+3% +$202K 0.04% 262
2022
Q4 		$6.16M Sell
87,248
-25,163
-22% -$1.68M 0.03% 324
2022
Q3 		$6.35M Sell
112,411
-4,998
-4% -$288K 0.03% 336
2022
Q2 		$6.37M Buy
117,409
+10,422
+10% +$636K 0.03% 430
2022
Q1 		$7.12M Buy
106,987
+35,119
+49% +$2.11M 0.03% 375
2021
Q4 		$4.48M Buy
71,868
+19,646
+38% +$1.32M 0.03% 322
2021
Q3 		$3.75M Sell
52,222
-4,484
-8% -$304K 0.02% 336
2021
Q2 		$3.67M Buy
+56,706
New +$3.51M 0.02% 389

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $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

Ray Dalio's MMSI Position: Q1 2026 in Review

Ray Dalio opened a new position in Merit Medical Systems (MMSI) in Q1 2026: 5,507 shares worth $380K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings. This is a return to the name: Ray Dalio previously reported a position in MMSI as recently as Q1 2025.

Ray Dalio first reported a position in MMSI in Q2 2021 and has held it in 17 quarters since. The position peaked at $7.12M in Q1 2022. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Ray Dalio held 5,507 shares of Merit Medical Systems worth $380K as of Q1 2026.
  • Merit Medical Systems was a new Ray Dalio position in Q1 2026.
  • Merit Medical Systems made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #924 holding.
  • Ray Dalio first reported a position in Merit Medical Systems in Q2 2021 and has held it in 17 quarters since.
  • Ray Dalio's Merit Medical Systems position peaked at $7.12M in Q1 2022.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.