Van Hulzen Asset Management’s Merit Medical Systems MMSI Stock Holding History

Van Hulzen 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 Q2	$2M	Buy	28,877 +5,778	+25%	+$381K	0.14%	110
2026 Q1	$1.59M	Sell	23,099 -2,706	-10%	-$211K	0.12%	119
2025 Q4	$2.27M	Sell	25,805 -1,733	-6%	-$147K	0.17%	96
2025 Q3	$2.29M	Buy	27,538 +14,751	+115%	+$1.28M	0.17%	95
2025 Q2	$1.2M	Sell	12,787 -1,567	-11%	-$148K	0.1%	137
2025 Q1	$1.52M	Sell	14,354 -446	-3%	-$46K	0.14%	121
2024 Q4	$1.43M	Buy	+14,800	New	+$1.47M	0.1%	138
2018 Q3	–	Sell	-5,152	Closed	-$264K	–	235
2018 Q2	$264K	Buy	5,152 +740	+17%	+$36.7K	0.08%	163
2018 Q1	$200K	Buy	+4,412	New	+$200K	0.06%	185

Other funds holding MMSI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Van Hulzen Asset Management's MMSI Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Merit Medical Systems (MMSI) stake by 25% in Q2 2026, buying an estimated $381K and bringing the position to 28,877 shares worth $2M. The position accounts for 0.14% of the portfolio, ranked #110.

Van Hulzen Asset Management first reported a position in MMSI in Q1 2018 and has held it in 9 quarters since. The position peaked at $2.29M in Q3 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Van Hulzen Asset Management held 28,877 shares of Merit Medical Systems worth $2M as of Q2 2026.
Van Hulzen Asset Management bought 5,778 Merit Medical Systems shares in Q2 2026, an estimated $381K.
Merit Medical Systems made up 0.14% of Van Hulzen Asset Management's portfolio in Q2 2026, its #110 holding.
Van Hulzen Asset Management first reported a position in Merit Medical Systems in Q1 2018 and has held it in 9 quarters since.
Van Hulzen Asset Management's Merit Medical Systems position peaked at $2.29M in Q3 2025.
403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.