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Virtus Investment Advisers’s Merit Medical Systems MMSI Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-11,192
Closed -$1.08M – 603
2024
Q4 		$1.08M Buy
11,192
+3,513
+46% +$350K 0.85% 22
2024
Q3 		$759K Buy
7,679
+2,400
+45% +$220K 0.6% 44
2024
Q2 		$454K Hold
5,279
– – 0.38% 84
2024
Q1 		$400K Hold
5,279
– – 0.29% 105
2023
Q4 		$401K Hold
5,279
– – 0.3% 106
2023
Q3 		$364K Sell
5,279
-7,460
-59% -$537K 0.25% 107
2023
Q2 		$1.07M Hold
12,739
– – 0.72% 32
2023
Q1 		$942K Buy
12,739
+558
+5% +$39.1K 0.66% 41
2022
Q4 		$860K Hold
12,181
– – 0.57% 44
2022
Q3 		$688K Buy
+12,181
New +$702K 0.32% 51

Other funds holding MMSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Virtus Investment Advisers's MMSI Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Merit Medical Systems (MMSI) in Q1 2025, closing a stake of 11,192 shares — an estimated $1.08M sold.

Virtus Investment Advisers first reported a position in MMSI in Q3 2022 and held it in 10 quarters. The position peaked at $1.08M in Q4 2024. 379 funds tracked by Wall St. Rank hold MMSI as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Merit Medical Systems position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 11,192 Merit Medical Systems shares in Q1 2025, an estimated $1.08M.
  • Virtus Investment Advisers first reported a position in Merit Medical Systems in Q3 2022 and held it in 10 quarters.
  • Virtus Investment Advisers's Merit Medical Systems position peaked at $1.08M in Q4 2024.
  • 379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.