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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
Q2 		$23.7K Buy
342
+282
+470% +$18.6K ﹤0.01% 1490
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Rothschild Investment LLC's MMSI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Merit Medical Systems (MMSI) stake by 470% in Q2 2026, buying an estimated $18.6K and bringing the position to 342 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Rothschild Investment LLC first reported a position in MMSI in Q1 2024 and has held it in 10 quarters since. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Rothschild Investment LLC held 342 shares of Merit Medical Systems worth $23.7K as of Q2 2026.
  • Rothschild Investment LLC bought 282 Merit Medical Systems shares in Q2 2026, an estimated $18.6K.
  • Merit Medical Systems made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1490 holding.
  • Rothschild Investment LLC first reported a position in Merit Medical Systems in Q1 2024 and has held it in 10 quarters since.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.