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SBI Okasan Asset Management’s Merit Medical Systems MMSI Stock Holding History

SBI Okasan Asset Management’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 		$140K Hold
2,000
– – ﹤0.01% 273
2026
Q1 		$137K Hold
2,000
– – 0.01% 272
2025
Q4 		$176K Buy
+2,000
New +$170K 0.01% 253

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 $3.37T 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
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

SBI Okasan Asset Management's MMSI Position: Q2 2026 in Review

SBI Okasan Asset Management held its Merit Medical Systems (MMSI) position steady in Q2 2026 at 2,000 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

SBI Okasan Asset Management first reported a position in MMSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $176K in Q4 2025. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • SBI Okasan Asset Management held 2,000 shares of Merit Medical Systems worth $140K as of Q2 2026.
  • SBI Okasan Asset Management left its Merit Medical Systems share count unchanged in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of SBI Okasan Asset Management's portfolio in Q2 2026, its #273 holding.
  • SBI Okasan Asset Management first reported a position in Merit Medical Systems in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Merit Medical Systems position peaked at $176K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.