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Williamson Legacy Group’s Merit Medical Systems MMSI Stock Holding History

Williamson Legacy 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
2025
Q2 		– Sell
-10,109
Closed -$1.07M – 127
2025
Q1 		$1.07M Buy
10,109
+1,234
+14% +$127K 1.01% 44
2024
Q4 		$858K Sell
8,875
-31
-0.3% -$3.09K 0.57% 58
2024
Q3 		$880K Buy
+8,906
New +$815K 0.59% 56

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

Williamson Legacy Group's MMSI Position: Q2 2025 in Review

Williamson Legacy Group sold out of Merit Medical Systems (MMSI) in Q2 2025, closing a stake of 10,109 shares — an estimated $1.07M sold.

Williamson Legacy Group first reported a position in MMSI in Q3 2024 and held it in 3 quarters. The position peaked at $1.07M in Q1 2025. 379 funds tracked by Wall St. Rank hold MMSI as of Q2 2025.

  • Williamson Legacy Group reported no remaining Merit Medical Systems position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 10,109 Merit Medical Systems shares in Q2 2025, an estimated $1.07M.
  • Williamson Legacy Group first reported a position in Merit Medical Systems in Q3 2024 and held it in 3 quarters.
  • Williamson Legacy Group's Merit Medical Systems position peaked at $1.07M in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.