Simplex Trading’s Merit Medical Systems MMSI Stock Holding History

Simplex Trading’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	–	Sell	-14,100	Closed	-$1.24M	–	9740
2025 Q4	$1.24M	Sell	14,100 -5,200	-27%	-$443K	﹤0.01%	2417
2025 Q3	$1.61M	Buy	19,300 +14,800	+329%	+$1.29M	﹤0.01%	2543
2025 Q2	$420K	Buy	+4,500	New	+$426K	﹤0.01%	3693
2025 Q1	–	Sell	-100	Closed	-$9K	–	9215
2024 Q4	$9K	Buy	+100	New	+$9.97K	﹤0.01%	7270
2024 Q2	–	Sell	-7,600	Closed	-$575K	–	9417
2024 Q1	$575K	Sell	7,600 -24,500	-76%	-$1.89M	﹤0.01%	3715
2023 Q4	$2.44M	Buy	32,100 +31,100	+3,110%	+$2.17M	﹤0.01%	2197
2023 Q3	$69K	Buy	1,000 +800	+400%	+$57.6K	﹤0.01%	5488
2023 Q2	$16K	Hold	200	–	–	﹤0.01%	6981
2023 Q1	$14K	Buy	200 +100	+100%	+$7.02K	﹤0.01%	7256
2022 Q4	$7K	Sell	100 -700	-88%	-$46.7K	﹤0.01%	7840
2022 Q3	$45K	Sell	800 -400	-33%	-$23K	﹤0.01%	6595
2022 Q2	$65K	Sell	1,200 -300	-20%	-$18.3K	﹤0.01%	6150
2022 Q1	$99K	Buy	1,500 +1,300	+650%	+$78.2K	﹤0.01%	6164
2021 Q4	$12K	Buy	200 +100	+100%	+$6.7K	﹤0.01%	8873
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	9208
2021 Q2	$6K	Buy	100 +85	+567%	+$5.26K	﹤0.01%	9383
2021 Q1	$89K	Buy	+15	New	+$859	﹤0.01%	5905
2020 Q4	–	Sell	-135	Closed	-$587K	–	8801
2020 Q3	$587K	Buy	135 +42	+45%	+$1.9K	﹤0.01%	2805
2020 Q2	$424K	Sell	93 -29	-24%	-$1.17K	﹤0.01%	3115
2020 Q1	$381K	Buy	122 +76	+165%	+$2.71K	﹤0.01%	2894
2019 Q4	$143K	Sell	46 -30	-39%	-$859	﹤0.01%	4111
2019 Q3	$231K	Buy	76 +42	+124%	+$1.7K	﹤0.01%	3412
2019 Q2	$202K	Sell	34 -146	-81%	-$8.37K	﹤0.01%	3451
2019 Q1	$1.11M	Buy	180 +173	+2,471%	+$9.81K	﹤0.01%	1904
2018 Q4	$39K	Buy	+7	New	+$416	﹤0.01%	4769
2018 Q3	–	Sell	-4	Closed	-$20K	–	7794
2018 Q2	$20K	Buy	+4	New	+$198	﹤0.01%	5859
2018 Q1	–	Sell	-10	Closed	-$4K	–	6581
2017 Q4	$4K	Buy	+10	New	+$419	﹤0.01%	4708
2017 Q3	–	Sell	-16	Closed	-$7K	–	6337
2017 Q2	$7K	Buy	+16	New	+$535	﹤0.01%	4300
2017 Q1	–	Sell	-55	Closed	-$3K	–	6534
2016 Q4	$3K	Buy	55 +54	+5,400%	+$1.3K	﹤0.01%	4761
2016 Q3	$1K	Buy	+1	New	+$23	﹤0.01%	5374
2016 Q2	–	Sell	-13	Closed	-$1K	–	6202
2016 Q1	$1K	Sell	13 -57	-81%	-$989	﹤0.01%	5166
2015 Q4	$1K	Buy	70 +24	+52%	+$483	﹤0.01%	4921
2015 Q3	$20K	Buy	46 +4	+10%	+$94	﹤0.01%	2799
2015 Q2	$12K	Buy	+42	New	+$853	﹤0.01%	2915
2015 Q1	–	Sell	-4	Closed	-$1K	–	5337
2014 Q4	$1K	Buy	+4	New	+$59	﹤0.01%	4182

Other funds holding MMSI

BlackRock New York $5.72T 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 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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Simplex Trading's MMSI Position: Q2 2025 in Review

Simplex Trading sold out of Merit Medical Systems (MMSI) in Q2 2025, closing a stake of 78 shares — an estimated $7.39K sold.

Simplex Trading first reported a position in MMSI in Q1 2015 and held it in 22 quarters. The position peaked at $1.05M in Q4 2019. 379 funds tracked by Wall St. Rank hold MMSI as of Q2 2025.

Simplex Trading reported no remaining Merit Medical Systems position as of Q2 2025 after selling out during the quarter.
Simplex Trading sold 78 Merit Medical Systems shares in Q2 2025, an estimated $7.39K.
Simplex Trading first reported a position in Merit Medical Systems in Q1 2015 and held it in 22 quarters.
Simplex Trading's Merit Medical Systems position peaked at $1.05M in Q4 2019.
379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.