Simplex Trading
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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
2025
Q4 		– Sell
-2,300
Closed -$191K – 9474
2025
Q3 		$191K Sell
2,300
-100
-4% -$8.71K ﹤0.01% 4989
2025
Q2 		$224K Buy
2,400
+2,300
+2,300% +$218K ﹤0.01% 4390
2025
Q1 		$10K Buy
+100
New +$10.3K ﹤0.01% 7099
2024
Q2 		– Sell
-17,500
Closed -$1.32M – 9419
2024
Q1 		$1.32M Buy
17,500
+6,400
+58% +$494K ﹤0.01% 2822
2023
Q4 		$843K Buy
11,100
+10,900
+5,450% +$761K ﹤0.01% 3169
2023
Q3 		$13K Buy
+200
New +$14.4K ﹤0.01% 6987
2023
Q2 		– Sell
-800
Closed -$59K – 9556
2023
Q1 		$59K Buy
+800
New +$56.1K ﹤0.01% 5747
2022
Q2 		– Sell
-26,900
Closed -$1.79M – 10657
2022
Q1 		$1.79M Buy
+26,900
New +$1.62M ﹤0.01% 2223
2021
Q4 		– Sell
-200
Closed -$12K – 11035
2021
Q3 		$12K Hold
200
– – ﹤0.01% 8827
2021
Q2 		$12K Buy
+200
New +$12.4K ﹤0.01% 8987
2021
Q1 		– Sell
-183
Closed -$1.01M – 9553
2020
Q4 		$1.01M Buy
183
+99
+118% +$5.11K ﹤0.01% 2545
2020
Q3 		$365K Buy
84
+46
+121% +$2.08K ﹤0.01% 3380
2020
Q2 		$173K Sell
38
-158
-81% -$6.38K ﹤0.01% 4152
2020
Q1 		$612K Sell
196
-535
-73% -$19.1K ﹤0.01% 2386
2019
Q4 		$2.28M Buy
731
+718
+5,523% +$20.6K 0.01% 1372
2019
Q3 		$39K Sell
13
-8
-38% -$324 ﹤0.01% 5252
2019
Q2 		$125K Sell
21
-80
-79% -$4.59K ﹤0.01% 3958
2019
Q1 		$624K Buy
101
+40
+66% +$2.27K ﹤0.01% 2427
2018
Q4 		$340K Buy
61
+40
+190% +$2.38K ﹤0.01% 2597
2018
Q3 		$129K Sell
21
-119
-85% -$6.84K ﹤0.01% 4157
2018
Q2 		$716K Buy
140
+70
+100% +$3.47K ﹤0.01% 2109
2018
Q1 		$3K Buy
70
+15
+27% +$679 ﹤0.01% 5013
2017
Q4 		$5K Buy
+55
New +$2.31K ﹤0.01% 4523

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

Simplex Trading's MMSI Position: Q2 2026 in Review

Simplex Trading opened a new position in Merit Medical Systems (MMSI) in Q2 2026: 3,158 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #4604 among its holdings. This is a return to the name: Simplex Trading previously reported a position in MMSI as recently as Q1 2025.

Simplex Trading first reported a position in MMSI in Q1 2015 and has held it in 23 quarters since. The position peaked at $1.05M in Q4 2019. 405 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Simplex Trading held 3,158 shares of Merit Medical Systems worth $219K as of Q2 2026.
  • Merit Medical Systems was a new Simplex Trading position in Q2 2026.
  • Merit Medical Systems made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4604 holding.
  • Simplex Trading first reported a position in Merit Medical Systems in Q1 2015 and has held it in 23 quarters since.
  • Simplex Trading's Merit Medical Systems position peaked at $1.05M in Q4 2019.
  • 405 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.