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SG Capital Management’s Merit Medical Systems MMSI Stock Holding History

SG Capital 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
2019
Q4 		– Sell
-250,000
Closed -$7.62M – 47
2019
Q3 		$7.62M Buy
+250,000
New +$10.1M 1.44% 27

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

SG Capital Management's MMSI Position: Q2 2026 in Review

SG Capital Management opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 243,504 shares worth $16.9M. The stake represents 1.39% of the portfolio and ranks #29 among its holdings. This is a return to the name: SG Capital Management previously reported a position in MMSI as recently as Q3 2019.

SG Capital Management first reported a position in MMSI in Q2 2013 and has held it in 6 quarters since. The position peaked at $17.4M in Q1 2019. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • SG Capital Management held 243,504 shares of Merit Medical Systems worth $16.9M as of Q2 2026.
  • Merit Medical Systems was a new SG Capital Management position in Q2 2026.
  • Merit Medical Systems made up 1.39% of SG Capital Management's portfolio in Q2 2026, its #29 holding.
  • SG Capital Management first reported a position in Merit Medical Systems in Q2 2013 and has held it in 6 quarters since.
  • SG Capital Management's Merit Medical Systems position peaked at $17.4M in Q1 2019.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on SG Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.