UBS Group
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UBS Group’s Merit Medical Systems MMSI Stock Holding History

UBS Group’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 		$59.3M Hold
860,880
– – 0.01% 1471
2025
Q4 		$75.9M Hold
860,880
– – 0.01% 1239
2025
Q3 		$71.7M Hold
860,880
– – 0.01% 1295
2025
Q2 		$80.5M Hold
860,880
– – 0.01% 1127
2025
Q1 		$91M Hold
860,880
– – 0.02% 990
2024
Q4 		$83.3M Hold
860,880
– – 0.02% 1035
2024
Q3 		$85.1M Hold
860,880
– – 0.02% 815
2024
Q2 		$74M Hold
860,880
– – 0.02% 802
2024
Q1 		$65.2M Buy
+860,880
New +$66.5M 0.02% 876

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

UBS Group's MMSI Position: Q1 2026 in Review

UBS Group reduced its Merit Medical Systems (MMSI) stake by 14% in Q1 2026, selling an estimated $4.29M and leaving 340,626 shares worth $23.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2411.

UBS Group first reported a position in MMSI in Q4 2014 and has held it in 46 quarters since. The position peaked at $79.6M in Q1 2025. 399 funds tracked by Wall St. Rank hold MMSI as of Q1 2026.

  • UBS Group held 340,626 shares of Merit Medical Systems worth $23.5M as of Q1 2026.
  • UBS Group sold 54,931 Merit Medical Systems shares in Q1 2026, an estimated $4.29M.
  • Merit Medical Systems made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2411 holding.
  • UBS Group first reported a position in Merit Medical Systems in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Merit Medical Systems position peaked at $79.6M in Q1 2025.
  • 399 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.