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Soltis Investment Advisors’s Merit Medical Systems MMSI Stock Holding History

Soltis Investment Advisors’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
-7,406
Closed -$653K – 598
2025
Q4 		$653K Sell
7,406
-97
-1% -$8.26K 0.04% 278
2025
Q3 		$624K Buy
7,503
+22
+0.3% +$1.92K 0.04% 273
2025
Q2 		$699K Hold
7,481
– – 0.05% 212
2025
Q1 		$791K Hold
7,481
– – 0.07% 188
2024
Q4 		$724K Buy
7,481
+62
+0.8% +$6.18K 0.07% 197
2024
Q3 		$733K Hold
7,419
– – 0.07% 180
2024
Q2 		$638K Hold
7,419
– – 0.07% 185
2024
Q1 		$562K Buy
7,419
+2,065
+39% +$159K 0.06% 192
2023
Q4 		$407K Sell
5,354
-150
-3% -$10.5K 0.05% 203
2023
Q3 		$380K Buy
+5,504
New +$396K 0.05% 197
2021
Q2 		– Sell
-5,501
Closed -$329K – 248
2021
Q1 		$329K Sell
5,501
-660,816
-99% -$37.9M 0.06% 174
2020
Q4 		$37M Buy
666,317
+659,816
+10,149% +$34.1M 6.85% 3
2020
Q3 		$283K Sell
6,501
-746
-10% -$33.7K 0.07% 171
2020
Q2 		$331K Sell
7,247
-2,266
-24% -$91.4K 0.09% 145
2020
Q1 		$297K Sell
9,513
-798,564
-99% -$28.4M 0.09% 120
2019
Q4 		$25.2M Buy
+808,077
New +$23.1M 4.86% 4

Other funds holding MMSI

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Soltis Investment Advisors's MMSI Position: Q1 2026 in Review

Soltis Investment Advisors sold out of Merit Medical Systems (MMSI) in Q1 2026, closing a stake of 7,406 shares — an estimated $653K sold.

Soltis Investment Advisors first reported a position in MMSI in Q4 2019 and held it in 16 quarters. The position peaked at $37M in Q4 2020. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • Soltis Investment Advisors reported no remaining Merit Medical Systems position as of Q1 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 7,406 Merit Medical Systems shares in Q1 2026, an estimated $653K.
  • Soltis Investment Advisors first reported a position in Merit Medical Systems in Q4 2019 and held it in 16 quarters.
  • Soltis Investment Advisors's Merit Medical Systems position peaked at $37M in Q4 2020.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.