Farther Finance Advisors, LLC MMSI — MERIT MED SYS INC COM

Ownership history in Farther Finance Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported MERIT MED SYS INC COM (MMSI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows MMSI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MMSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in MERIT MED SYS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MMSI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MMSI stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held MMSI — position size vs. price
% of Fund (quarterly)    MMSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 327 +37 +12.8% 0.00% $22K 2026-04-07 $67.40
2025 Q4 REDUCED 27.5% -21.8% ✅ 290 -110 -27.5% 0.00% $26K 2026-01-23 $81.66
2025 Q3 ADDED — — — 400 +3 +0.8% 0.00% $33K 2025-10-14 $80.56
2025 Q2 REDUCED 9.8% -13.5% ✅ 397 -43 -9.8% 0.00% $37K 2025-07-11 $93.49
2025 Q1 REDUCED 43.8% -11.6% ✅ 440 -343 -43.8% 0.00% $46K 2025-04-14 $93.25
2024 Q4 REDUCED 25.9% +9.3% ❌ 783 -273 -25.9% 0.00% $76K 2025-02-10 $109.92
2024 Q3 ADDED — — — 1,056 +260 +32.7% 0.00% $104K 2024-10-29 $95.90
2024 Q2 ADDED — — — 796 +765 +2467.7% 0.00% $68K 2024-07-31 $85.29
2024 Q1 REDUCED 13.9% +13.1% ❌ 31 -5 -13.9% 0.00% $2K 2024-05-14 $82.40
2023 Q4 INITIATED — — — 36 — — 0.00% $3K 2024-02-15 $79.57

🏢 Other funds also holding MMSI

As of 2026 Q1 — sorted by position size

Greenhouse Funds LLLP 3Y 7Y 3.46% Conestoga Capital Advisors, LLC 3Y 7Y 2.98% Aristotle Capital Boston, LLC 3Y 7Y 1.62% PFM Health Sciences, LP 3Y 7Y 1.02% OBERWEIS ASSET MANAGEMENT INC/ 3Y 7Y 0.86% Karras Company, Inc. 0.81% Thrive Capital Management, LLC 3Y 0.73% Ranger Investment Management, L.P. 3Y 7Y 0.7% ArrowMark Colorado Holdings LLC 3Y 7Y 0.64% Peak Retirement Planning, Inc. 0.62%

FAQ About Farther Finance Advisors, LLC and MMSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning MMSI?

Farther Finance Advisors, LLC reported MMSI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MMSI position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for MMSI was 0.00% in 2024 Q3.

What is the latest reported MMSI position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 327 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this MMSI ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly MMSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their MMSI position?

Based on 13F filing dates vs. subsequent MMSI price moves, Farther Finance Advisors, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on MMSI relative to SPY over the holding period was -19.5%.

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