MassMutual Private Wealth & Trust, FSB MMSI Merit Medical Systems Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  26 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Merit Medical Systems Inc (MMSI) in 26 quarterly 13F filings from 2024 Q1 through 2026 Q2. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MMSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Merit Medical Systems Inc, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How MassMutual Private Wealth & Trust, FSB 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 Q2 REDUCED 197 -41 -17.2% 0.00% $14K 2026-07-02 $71.09
2026 Q1 REDUCED 23.0% +1.7% 238 -71 -23.0% 0.00% $16K 2026-04-13 $70.57
2025 Q4 ADDED 309 +14 +4.7% 0.00% $27K 2026-01-07 $91.65
2025 Q3 REDUCED 21.3% +6.0% 295 -80 -21.3% 0.00% $25K 2025-10-22 $84.52
2025 Q2 ADDED 375 +134 +55.6% 0.00% $35K 2025-07-09 $96.01
2025 Q1 ADDED 241 +8 +3.4% 0.00% $25K 2025-04-01 $105.45
2024 Q4 ADDED 233 +102 +77.9% 0.00% $23K 2025-01-16 $102.07
2024 Q3 ADDED 131 +3 +2.3% 0.00% $13K 2024-10-02 $96.62
2024 Q2 ADDED 128 +9 +7.6% 0.00% $11K 2024-07-02 $86.50
2024 Q1 ADDED 119 +2 +1.7% 0.00% $9K 2024-04-09 $72.51
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MMSI

As of 2026 Q2 — sorted by position size

Hilltop National Bank 0.04% Cedar Mountain Advisors, LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About MassMutual Private Wealth & Trust, FSB and MMSI

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

How long has MassMutual Private Wealth & Trust, FSB reported owning MMSI?

MassMutual Private Wealth & Trust, FSB reported MMSI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MMSI position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for MMSI was 0.00% in 2025 Q2.

What is the latest reported MMSI position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 197 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this MMSI ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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 MassMutual Private Wealth & Trust, FSB time their MMSI position?

Based on 13F filing dates vs. subsequent MMSI price moves, MassMutual Private Wealth & Trust, FSB correctly timed 8 out of 17 reported position changes (47%). The annualised alpha on MMSI relative to SPY over the holding period was -21.8%.

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