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Westover Capital Advisors’s Merit Medical Systems MMSI Stock Holding History

Westover Capital Advisors’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
-6,728
Closed -$711K – 236
2025
Q1 		$711K Buy
6,728
+168
+3% +$17.3K 0.16% 117
2024
Q4 		$634K Buy
+6,560
New +$654K 0.14% 126
2023
Q4 		– Sell
-16,445
Closed -$1.14M – 185
2023
Q3 		$1.14M Sell
16,445
-5,981
-27% -$430K 0.41% 56
2023
Q2 		$1.88M Buy
22,426
+1,619
+8% +$132K 0.65% 43
2023
Q1 		$1.54M Buy
+20,807
New +$1.46M 0.57% 52

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Westover Capital Advisors's MMSI Position: Q2 2025 in Review

Westover Capital Advisors sold out of Merit Medical Systems (MMSI) in Q2 2025, closing a stake of 6,728 shares — an estimated $711K sold.

Westover Capital Advisors first reported a position in MMSI in Q1 2023 and held it in 5 quarters. The position peaked at $1.88M in Q2 2023. 379 funds tracked by Wall St. Rank hold MMSI as of Q2 2025.

  • Westover Capital Advisors reported no remaining Merit Medical Systems position as of Q2 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 6,728 Merit Medical Systems shares in Q2 2025, an estimated $711K.
  • Westover Capital Advisors first reported a position in Merit Medical Systems in Q1 2023 and held it in 5 quarters.
  • Westover Capital Advisors's Merit Medical Systems position peaked at $1.88M in Q2 2023.
  • 379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2025.

Based on Westover Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.