Westwood Holdings Group’s Merit Medical Systems MMSI Stock Holding History

Westwood Holdings 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 Q1	$65.2M	Buy	946,476 +120,262	+15%	+$9.39M	0.48%	69
2025 Q4	$72.8M	Sell	826,214 -52,184	-6%	-$4.44M	0.59%	42
2025 Q3	$73.1M	Buy	878,398 +109,428	+14%	+$9.53M	0.52%	69
2025 Q2	$71.9M	Buy	768,970 +81,469	+12%	+$7.72M	0.52%	75
2025 Q1	$72.7M	Buy	687,501 +73,866	+12%	+$7.62M	0.55%	74
2024 Q4	$59.4M	Sell	613,635 -28,959	-5%	-$2.89M	0.46%	86
2024 Q3	$63.5M	Sell	642,594 -129,464	-17%	-$11.8M	0.27%	124
2024 Q2	$66.4M	Sell	772,058 -108,269	-12%	-$8.51M	0.31%	104
2024 Q1	$66.7M	Buy	880,327 +131,977	+18%	+$10.2M	0.52%	80
2023 Q4	$56.8M	Sell	748,350 -91,553	-11%	-$6.39M	0.48%	94
2023 Q3	$58M	Buy	839,903 +495,300	+144%	+$35.6M	0.54%	74
2023 Q2	$28.8M	Sell	344,603 -66,324	-16%	-$5.39M	0.26%	134
2023 Q1	$30.4M	Sell	410,927 -557,466	-58%	-$39.1M	0.27%	122
2022 Q4	$68.4M	Sell	968,393 -179,897	-16%	-$12M	0.6%	60
2022 Q3	$64.9M	Sell	1,148,290 -45,855	-4%	-$2.64M	0.77%	39
2022 Q2	$64.8M	Sell	1,194,145 -1,202	-0.1%	-$73.3K	0.71%	46
2022 Q1	$79.5M	Buy	1,195,347 +13,198	+1%	+$794K	0.73%	48
2021 Q4	$73.6M	Buy	1,182,149 +338,655	+40%	+$22.7M	0.66%	63
2021 Q3	$60.6M	Sell	843,494 -217,307	-20%	-$14.7M	0.66%	55
2021 Q2	$68.6M	Buy	1,060,801 +61,539	+6%	+$3.81M	0.69%	48
2021 Q1	$59.8M	Buy	999,262 +228,707	+30%	+$13.1M	0.6%	59
2020 Q4	$42.8M	Sell	770,555 -174,901	-18%	-$9.03M	0.49%	59
2020 Q3	$41.1M	Buy	945,456 +37,429	+4%	+$1.69M	0.52%	55
2020 Q2	$41.5M	Buy	908,027 +253,164	+39%	+$10.2M	0.55%	52
2020 Q1	$20.5M	Buy	654,863 +638,519	+3,907%	+$22.7M	0.31%	104
2019 Q4	$510K	Buy	+16,344	New	+$468K	0.01%	379
2017 Q3	–	Sell	-266,699	Closed	-$10.2M	–	480
2017 Q2	$10.2M	Buy	266,699 +21,786	+9%	+$728K	0.08%	187
2017 Q1	$7.08M	Sell	244,913 -21,300	-8%	-$596K	0.06%	217
2016 Q4	$7.05M	Sell	266,213 -4,991	-2%	-$121K	0.06%	222
2016 Q3	$6.59M	Sell	271,204 -40,175	-13%	-$928K	0.06%	219
2016 Q2	$6.17M	Sell	311,379 -18,950	-6%	-$364K	0.05%	221
2016 Q1	$6.11M	Buy	+330,329	New	+$5.73M	0.05%	220
2015 Q4	–	Sell	-174,078	Closed	-$4.16M	–	391
2015 Q3	$4.16M	Sell	174,078 -35,425	-17%	-$834K	0.04%	251
2015 Q2	$4.51M	Sell	209,503 -44,900	-18%	-$911K	0.03%	243
2015 Q1	$4.9M	Sell	254,403 -37,305	-13%	-$665K	0.04%	224
2014 Q4	$5.05M	Sell	291,708 -57,000	-16%	-$843K	0.04%	226
2014 Q3	$4.14M	Buy	348,708 +13,950	+4%	+$185K	0.03%	239
2014 Q2	$5.05M	Buy	334,758 +83,900	+33%	+$1.16M	0.04%	218
2014 Q1	$3.59M	Buy	+250,858	New	+$3.73M	0.03%	230