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Rothschild Investment LLC’s Merit Medical Systems MMSI Stock Holding History

Rothschild Investment LLC’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 		$4.14K Buy
60
+7
+13% +$547 ﹤0.01% 2152
2025
Q4 		$4.67K Sell
53
-2
-4% -$170 ﹤0.01% 1925
2025
Q3 		$4.58K Sell
55
-60
-52% -$5.23K ﹤0.01% 1748
2025
Q2 		$10.8K Buy
115
+15
+15% +$1.42K ﹤0.01% 1195
2025
Q1 		$10.6K Buy
100
+20
+25% +$2.06K ﹤0.01% 1159
2024
Q4 		$7.74K Buy
80
+25
+45% +$2.49K ﹤0.01% 1209
2024
Q3 		$5.44K Buy
55
+30
+120% +$2.75K ﹤0.01% 1270
2024
Q2 		$2.15K Buy
25
+20
+400% +$1.57K ﹤0.01% 1371
2024
Q1 		$379 Buy
+5
New +$386 ﹤0.01% 1461

Other funds holding MMSI

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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