Raymond James Financial
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Raymond James Financial’s Merit Medical Systems MMSI Stock Holding History

Raymond James Financial’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 		$25.9M Sell
376,758
-65,031
-15% -$5.08M 0.01% 1293
2025
Q4 		$39M Sell
441,789
-125,037
-22% -$10.6M 0.01% 980
2025
Q3 		$47.2M Buy
566,826
+7,761
+1% +$676K 0.02% 840
2025
Q2 		$52.3M Buy
559,065
+45,200
+9% +$4.28M 0.02% 743
2025
Q1 		$54.3M Buy
513,865
+8,022
+2% +$828K 0.02% 684
2024
Q4 		$48.9M Buy
+505,843
New +$50.4M 0.02% 734

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

Raymond James Financial's MMSI Position: Q1 2026 in Review

Raymond James Financial reduced its Merit Medical Systems (MMSI) stake by 15% in Q1 2026, selling an estimated $5.08M and leaving 376,758 shares worth $25.9M. The position accounts for 0.01% of the portfolio, ranked #1293.

Raymond James Financial first reported a position in MMSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.3M in Q1 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Raymond James Financial held 376,758 shares of Merit Medical Systems worth $25.9M as of Q1 2026.
  • Raymond James Financial sold 65,031 Merit Medical Systems shares in Q1 2026, an estimated $5.08M.
  • Merit Medical Systems made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1293 holding.
  • Raymond James Financial first reported a position in Merit Medical Systems in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Merit Medical Systems position peaked at $54.3M in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.