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Rise Advisors’s Merit Medical Systems MMSI Stock Holding History

Rise 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
Q4 		– Sell
-89
Closed -$7.41K – 923
2025
Q3 		$7.41K Hold
89
– – ﹤0.01% 1102
2025
Q2 		$8.32K Hold
89
– – ﹤0.01% 1074
2025
Q1 		$9.41K Buy
+89
New +$9.18K ﹤0.01% 1010

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 $3.38T 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
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

Rise Advisors's MMSI Position: Q4 2025 in Review

Rise Advisors sold out of Merit Medical Systems (MMSI) in Q4 2025, closing a stake of 89 shares — an estimated $7.41K sold.

Rise Advisors first reported a position in MMSI in Q1 2025 and held it in 3 quarters. The position peaked at $9.41K in Q1 2025. 390 funds tracked by Wall St. Rank hold MMSI as of Q4 2025.

  • Rise Advisors reported no remaining Merit Medical Systems position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 89 Merit Medical Systems shares in Q4 2025, an estimated $7.41K.
  • Rise Advisors first reported a position in Merit Medical Systems in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Merit Medical Systems position peaked at $9.41K in Q1 2025.
  • 390 funds tracked by Wall St. Rank held Merit Medical Systems as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.