MMSI β€” Merit Medical System Inc

Ownership history in OBERWEIS ASSET MANAGEMENT INC/  Β·  23 quarters on record

AI Ownership Summary

OBERWEIS ASSET MANAGEMENT INC/ reported Merit Medical System Inc (MMSI) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.1% in 2025 Q1. The latest visible filing shows MMSI at 0.87% 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 OBERWEIS ASSET MANAGEMENT INC/'s position in Merit Medical System 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
2025 Q4

MMSI was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2025 Q1

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 2025 Q4

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 OBERWEIS ASSET MANAGEMENT INC/ held MMSI β€” position size vs. price
% of Fund (quarterly)    MMSI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 268,760 +36,750 +15.8% 0.87% $23.7M 2026-02-14 (Est.) $81.66
2025 Q3 ADDED 232,010 +19,200 +9.0% 0.74% $19.3M 2025-11-17 $85.79
2025 Q2 ADDED 212,810 +4,250 +2.0% 0.87% $19.9M 2025-08-14 $85.22
2025 Q1 REDUCED 208,560 -200 -0.1% 1.10% $22.0M 2025-05-15 $97.57
2024 Q4 ADDED 208,760 +6,620 +3.3% 0.95% $20.2M 2025-02-14 $108.14
2024 Q3 ADDED 202,140 +8,300 +4.3% 1.02% $20.0M 2024-11-14 $101.20
2024 Q2 ADDED 193,840 +37,350 +23.9% 1.02% $16.7M 2024-08-14 $90.36
2024 Q1 ADDED 156,490 +49,400 +46.1% 0.86% $11.9M 2024-05-15 $83.75
2023 Q4 ADDED 107,090 +11,430 +11.9% 0.76% $8.1M 2024-02-14 $79.37
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MMSI

As of 2026 Q1 β€” sorted by position size

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FAQ About OBERWEIS ASSET MANAGEMENT INC/ and MMSI

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

How long has OBERWEIS ASSET MANAGEMENT INC/ reported owning MMSI?

OBERWEIS ASSET MANAGEMENT INC/ reported MMSI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MMSI position in OBERWEIS ASSET MANAGEMENT INC/'s portfolio?

The largest reported portfolio weight for MMSI was 1.10% in 2025 Q1.

What is the latest reported MMSI position on this page?

The most recent filing on this page is 2025 Q4, when OBERWEIS ASSET MANAGEMENT INC/ reported 268,760 shares, equal to 0.87% of portfolio, with an estimated market value of $23.7M.

What does the chart on this MMSI ownership page compare?

The chart compares OBERWEIS ASSET MANAGEMENT INC/'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.

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