Wellington Management Group
MMSI icon

Wellington Management Group’s Merit Medical Systems MMSI Stock Holding History

Wellington Management 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
Q2 		$9.92M Sell
143,037
-160,791
-53% -$10.6M ﹤0.01% 1297
2026
Q1 		$20.9M Sell
303,828
-1,023,185
-77% -$79.9M ﹤0.01% 992
2025
Q4 		$117M Buy
1,327,013
+86,504
+7% +$7.36M 0.02% 512
2025
Q3 		$103M Buy
1,240,509
+980,823
+378% +$85.4M 0.02% 546
2025
Q2 		$24.3M Sell
259,686
-398
-0.2% -$37.7K ﹤0.01% 901
2025
Q1 		$27.5M Buy
260,084
+34,448
+15% +$3.55M 0.01% 859
2024
Q4 		$21.8M Buy
+225,636
New +$22.5M ﹤0.01% 950
2022
Q3 		– Sell
-11,958
Closed -$649K – 2105
2022
Q2 		$649K Buy
+11,958
New +$730K ﹤0.01% 1763
2022
Q1 		– Sell
-9,447
Closed -$589K – 2174
2021
Q4 		$589K Buy
+9,447
New +$633K ﹤0.01% 1932
2020
Q4 		– Sell
-11,743
Closed -$511K – 1979
2020
Q3 		$511K Buy
+11,743
New +$531K ﹤0.01% 1700
2019
Q3 		– Sell
-2,002,380
Closed -$119M – 2079
2019
Q2 		$119M Buy
2,002,380
+87,999
+5% +$5.05M 0.03% 518
2019
Q1 		$118M Sell
1,914,381
-122,310
-6% -$6.94M 0.03% 504
2018
Q4 		$114M Sell
2,036,691
-28,013
-1% -$1.67M 0.03% 466
2018
Q3 		$127M Buy
2,064,704
+1,079,524
+110% +$62M 0.03% 510
2018
Q2 		$50.4M Buy
985,180
+835,862
+560% +$41.4M 0.01% 790
2018
Q1 		$6.77M Buy
149,318
+122,800
+463% +$5.56M ﹤0.01% 1387
2017
Q4 		$1.15M Buy
+26,518
New +$1.11M ﹤0.01% 1869
2015
Q4 		– Sell
-65,280
Closed -$1.56M – 2218
2015
Q3 		$1.56M Buy
+65,280
New +$1.54M ﹤0.01% 1715

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

Wellington Management Group's MMSI Position: Q2 2026 in Review

Wellington Management Group reduced its Merit Medical Systems (MMSI) stake by 53% in Q2 2026, selling an estimated $10.6M and leaving 143,037 shares worth $9.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Wellington Management Group first reported a position in MMSI in Q3 2015 and has held it in 18 quarters since. The position peaked at $127M in Q3 2018. 404 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

  • Wellington Management Group held 143,037 shares of Merit Medical Systems worth $9.92M as of Q2 2026.
  • Wellington Management Group sold 160,791 Merit Medical Systems shares in Q2 2026, an estimated $10.6M.
  • Merit Medical Systems made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1297 holding.
  • Wellington Management Group first reported a position in Merit Medical Systems in Q3 2015 and has held it in 18 quarters since.
  • Wellington Management Group's Merit Medical Systems position peaked at $127M in Q3 2018.
  • 404 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.