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Thrive Capital Management (Pennsylvania)’s Merit Medical Systems MMSI Stock Holding History

Thrive Capital Management (Pennsylvania)’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
Q2 		$4.81M Buy
69,350
+21,120
+44% +$1.39M 0.91% 36
2026
Q1 		$3.32M Buy
48,230
+7,333
+18% +$573K 0.73% 68
2025
Q4 		$3.6M Buy
40,897
+15,095
+59% +$1.28M 0.8% 59
2025
Q3 		$2.15M Buy
25,802
+5,944
+30% +$518K 0.55% 79
2025
Q2 		$1.86M Buy
19,858
+14,132
+247% +$1.34M 0.58% 78
2025
Q1 		$605K Sell
5,726
-8,471
-60% -$874K 0.36% 61
2024
Q4 		$1.37M Buy
14,197
+7,875
+125% +$785K 0.63% 75
2024
Q3 		$625K Sell
6,322
-863
-12% -$79K 0.29% 95
2024
Q2 		$618K Buy
7,185
+4,092
+132% +$322K 0.28% 99
2024
Q1 		$234K Buy
+3,093
New +$239K 0.12% 107

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

Thrive Capital Management (Pennsylvania)'s MMSI Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its Merit Medical Systems (MMSI) stake by 44% in Q2 2026, buying an estimated $1.39M and bringing the position to 69,350 shares worth $4.81M. The position accounts for 0.91% of the portfolio, ranked #36.

Thrive Capital Management (Pennsylvania) first reported a position in MMSI in Q1 2024 and has held it in 10 quarters since. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 69,350 shares of Merit Medical Systems worth $4.81M as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) bought 21,120 Merit Medical Systems shares in Q2 2026, an estimated $1.39M.
  • Merit Medical Systems made up 0.91% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #36 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Merit Medical Systems in Q1 2024 and has held it in 10 quarters since.
  • 403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.