ZIM
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Zacks Investment Management’s Merit Medical Systems MMSI Stock Holding History

Zacks Investment Management’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
-6,047
Closed -$639K – 746
2025
Q1 		$639K Sell
6,047
-629
-9% -$64.9K 0.01% 446
2024
Q4 		$646K Sell
6,676
-1,345
-17% -$134K 0.01% 459
2024
Q3 		$793K Sell
8,021
-271
-3% -$24.8K 0.01% 431
2024
Q2 		$713K Hold
8,292
– – 0.01% 393
2024
Q1 		$628K Buy
8,292
+50
+0.6% +$3.86K 0.01% 447
2023
Q4 		$626K Sell
8,242
-668
-7% -$46.6K 0.01% 438
2023
Q3 		$615K Sell
8,910
-6
-0.1% -$432 0.01% 433
2023
Q2 		$746K Sell
8,916
-1,266
-12% -$103K 0.01% 408
2023
Q1 		$753K Buy
10,182
+6,690
+192% +$469K 0.01% 406
2022
Q4 		$247K Buy
+3,492
New +$233K ﹤0.01% 525
2015
Q3 		– Sell
-9,801
Closed -$211K – 629
2015
Q2 		$211K Buy
+9,801
New +$199K 0.01% 585
2015
Q1 		– Sell
-12,958
Closed -$225K – 679
2014
Q4 		$225K Buy
+12,958
New +$192K 0.01% 572
2014
Q1 		– Sell
-16,126
Closed -$254K – 735
2013
Q4 		$254K Buy
+16,126
New +$245K 0.01% 601

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 $3.38T AUM 44.17% 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

Zacks Investment Management's MMSI Position: Q2 2025 in Review

Zacks Investment Management sold out of Merit Medical Systems (MMSI) in Q2 2025, closing a stake of 6,047 shares — an estimated $639K sold.

Zacks Investment Management first reported a position in MMSI in Q4 2013 and held it in 13 quarters. The position peaked at $793K in Q3 2024. 379 funds tracked by Wall St. Rank hold MMSI as of Q2 2025.

  • Zacks Investment Management reported no remaining Merit Medical Systems position as of Q2 2025 after selling out during the quarter.
  • Zacks Investment Management sold 6,047 Merit Medical Systems shares in Q2 2025, an estimated $639K.
  • Zacks Investment Management first reported a position in Merit Medical Systems in Q4 2013 and held it in 13 quarters.
  • Zacks Investment Management's Merit Medical Systems position peaked at $793K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Merit Medical Systems as of Q2 2025.

Based on Zacks Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.