United Services Automobile Association’s Merit Medical Systems MMSI Stock Holding History

United Services Automobile Association’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 Q2	–	Sell	-3,922	Closed	-$408K	–	638
2025 Q1	$408K	Buy	+3,922	New	+$405K	0.01%	648
2019 Q3	–	Sell	-13,493	Closed	-$804K	–	1224
2019 Q2	$804K	Buy	13,493 +631	+5%	+$36.2K	﹤0.01%	1402
2019 Q1	$795K	Buy	12,862 +455	+4%	+$25.8K	﹤0.01%	1420
2018 Q4	$692K	Buy	12,407 +742	+6%	+$44.1K	﹤0.01%	1409
2018 Q3	$717K	Buy	11,665 +578	+5%	+$33.2K	﹤0.01%	1510
2018 Q2	$568K	Buy	11,087 +1,108	+11%	+$54.9K	﹤0.01%	1629
2018 Q1	$453K	Buy	+9,979	New	+$452K	﹤0.01%	1735

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

United Services Automobile Association's MMSI Position: Q2 2025 in Review

United Services Automobile Association sold out of Merit Medical Systems (MMSI) in Q2 2025, closing a stake of 3,922 shares — an estimated $408K sold.

United Services Automobile Association first reported a position in MMSI in Q1 2018 and held it in 7 quarters. The position peaked at $804K in Q2 2019. 379 funds tracked by Wall St. Rank hold MMSI as of Q2 2025.

United Services Automobile Association reported no remaining Merit Medical Systems position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 3,922 Merit Medical Systems shares in Q2 2025, an estimated $408K.
United Services Automobile Association first reported a position in Merit Medical Systems in Q1 2018 and held it in 7 quarters.
United Services Automobile Association's Merit Medical Systems position peaked at $804K in Q2 2019.
379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.