Winton Group’s Merit Medical Systems MMSI Stock Holding History

Winton 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	$10.2M	Sell	147,589 -11,194	-7%	-$738K	0.33%	70
2026 Q1	$10.9M	Buy	158,783 +19,927	+14%	+$1.56M	0.38%	50
2025 Q4	$12.2M	Buy	+138,856	New	+$11.8M	0.42%	57
2023 Q2	–	Sell	-3,009	Closed	-$223K	–	987
2023 Q1	$223K	Buy	+3,009	New	+$211K	0.01%	880
2022 Q2	–	Sell	-3,430	Closed	-$228K	–	1029
2022 Q1	$228K	Buy	+3,430	New	+$206K	0.01%	878
2021 Q4	–	Sell	-2,909	Closed	-$209K	–	1258
2021 Q3	$209K	Buy	+2,909	New	+$197K	0.01%	1229
2019 Q4	–	Sell	-29,384	Closed	-$895K	–	1691
2019 Q3	$895K	Buy	29,384 +20,450	+229%	+$827K	0.01%	885
2019 Q2	$532K	Buy	8,934 +386	+5%	+$22.1K	0.01%	657
2019 Q1	$529K	Sell	8,548 -5,450	-39%	-$309K	0.01%	554
2018 Q4	$781K	Buy	+13,998	New	+$832K	0.02%	372
2018 Q2	–	Sell	-31,980	Closed	-$1.45M	–	1110
2018 Q1	$1.45M	Buy	+31,980	New	+$1.45M	0.04%	397

Other funds holding MMSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Winton Group's MMSI Position: Q2 2026 in Review

Winton Group reduced its Merit Medical Systems (MMSI) stake by 7% in Q2 2026, selling an estimated $738K and leaving 147,589 shares worth $10.2M. The position accounts for 0.33% of the portfolio, ranked #70.

Winton Group first reported a position in MMSI in Q1 2018 and has held it in 11 quarters since. The position peaked at $12.2M in Q4 2025. 403 funds tracked by Wall St. Rank hold MMSI as of Q2 2026.

Winton Group held 147,589 shares of Merit Medical Systems worth $10.2M as of Q2 2026.
Winton Group sold 11,194 Merit Medical Systems shares in Q2 2026, an estimated $738K.
Merit Medical Systems made up 0.33% of Winton Group's portfolio in Q2 2026, its #70 holding.
Winton Group first reported a position in Merit Medical Systems in Q1 2018 and has held it in 11 quarters since.
Winton Group's Merit Medical Systems position peaked at $12.2M in Q4 2025.
403 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.