Riverwater Partners’s Merit Medical Systems MMSI Stock Holding History

Riverwater Partners’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 Q2	$1.82M	Buy	26,292 +401	+2%	+$26.5K	0.54%	69
2026 Q1	$1.78M	Buy	25,891 +1,166	+5%	+$91.1K	0.6%	61
2025 Q4	$2.18M	Hold	24,725	–	–	0.84%	33
2025 Q3	$2.06M	Buy	24,725 +6,658	+37%	+$580K	0.85%	34
2025 Q2	$1.69M	Sell	18,067 -3	-0%	-$284	0.8%	36
2025 Q1	$1.91M	Buy	18,070 +2	+0%	+$206	0.98%	26
2024 Q4	$1.75M	Buy	18,068 +20	+0.1%	+$1.99K	0.85%	33
2024 Q3	$1.74M	Buy	+18,048	New	+$1.65M	0.87%	32

Other funds holding MMSI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Riverwater Partners's MMSI Position: Q2 2026 in Review

Riverwater Partners increased its Merit Medical Systems (MMSI) stake by 1.5% in Q2 2026, buying an estimated $26.5K and bringing the position to 26,292 shares worth $1.82M. The position accounts for 0.54% of the portfolio, ranked #69.

Riverwater Partners first reported a position in MMSI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.18M in Q4 2025. 383 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Riverwater Partners held 26,292 shares of Merit Medical Systems worth $1.82M as of Q2 2026.
Riverwater Partners bought 401 Merit Medical Systems shares in Q2 2026, an estimated $26.5K.
Merit Medical Systems made up 0.54% of Riverwater Partners's portfolio in Q2 2026, its #69 holding.
Riverwater Partners first reported a position in Merit Medical Systems in Q3 2024 and has held it in 8 quarters since.
Riverwater Partners's Merit Medical Systems position peaked at $2.18M in Q4 2025.
383 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.