Smith Group Asset Management’s Merit Medical Systems MMSI Stock Holding History

Smith Group 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 Q3	$795K	Buy	9,224 +2,732	+42%	+$229K	0.05%	85
2026 Q2	$450K	Buy	6,492 +77	+1%	+$5.08K	0.02%	152
2026 Q1	$442K	Buy	6,415 +485	+8%	+$37.9K	0.02%	143
2025 Q4	$523K	Buy	5,930 +161	+3%	+$13.7K	0.03%	132
2025 Q3	$480K	Buy	5,769 +153	+3%	+$13.3K	0.03%	135
2025 Q2	$525K	Sell	5,616 -31	-0.5%	-$2.94K	0.03%	126
2025 Q1	$597K	Buy	5,647 +22	+0.4%	+$2.27K	0.04%	115
2024 Q4	$544K	Buy	5,625 +57	+1%	+$5.68K	0.04%	137
2024 Q3	$550K	Buy	+5,568	New	+$509K	0.05%	101

Other funds holding MMSI

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Smith Group Asset Management's MMSI Position: Q3 2026 in Review

Smith Group Asset Management increased its Merit Medical Systems (MMSI) stake by 42% in Q3 2026, buying an estimated $229K and bringing the position to 9,224 shares worth $795K. The position accounts for 0.05% of the portfolio, ranked #85.

Smith Group Asset Management first reported a position in MMSI in Q3 2024 and has held it in 9 quarters since. 129 funds tracked by Wall St. Rank hold MMSI as of Q3 2026.

Smith Group Asset Management held 9,224 shares of Merit Medical Systems worth $795K as of Q3 2026.
Smith Group Asset Management bought 2,732 Merit Medical Systems shares in Q3 2026, an estimated $229K.
Merit Medical Systems made up 0.05% of Smith Group Asset Management's portfolio in Q3 2026, its #85 holding.
Smith Group Asset Management first reported a position in Merit Medical Systems in Q3 2024 and has held it in 9 quarters since.
129 funds tracked by Wall St. Rank held Merit Medical Systems as of Q3 2026.

Based on Smith Group Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.