Palouse Capital Management, Inc. MMSI — MERIT MED SYS INC

Ownership history in Palouse Capital Management, Inc.  ·  10 quarters on record

AI Ownership Summary

Palouse Capital Management, Inc. reported MERIT MED SYS INC (MMSI) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.13% in 2024 Q2. The latest visible filing shows MMSI at 0.06% 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 Palouse Capital Management, Inc.'s position in MERIT MED SYS 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 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 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.

MMSI stock page Palouse Capital Management, Inc. fund profile Palouse Capital Management, Inc. full holdings
How Palouse Capital Management, Inc. 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 UNCHANGED — — — 1,315 — 0% 0.06% $91K 2026-07-08 $71.06
2026 Q1 ADDED — — — 1,315 +302 +29.8% 0.06% $91K 2026-04-24 $68.58
2025 Q4 REDUCED 5.9% -21.8% ✅ 1,013 -63 -5.9% 0.06% $89K 2026-01-23 $81.66
2025 Q3 ADDED — — — 1,076 +232 +27.5% 0.06% $90K 2025-10-23 $83.33
2025 Q2 UNCHANGED — — — 844 — 0% 0.05% $79K 2025-08-07 $85.65
2025 Q1 UNCHANGED — — — 844 — 0% 0.06% $89K 2025-04-16 $90.57
2024 Q4 UNCHANGED — — — 844 — 0% 0.05% $82K 2025-01-30 $110.29
2024 Q3 REDUCED 61.4% -2.4% ✅ 844 -1,342 -61.4% 0.05% $83K 2024-10-21 $95.50
2024 Q2 REDUCED 5.4% +15.0% ❌ 2,186 -124 -5.4% 0.13% $188K 2024-08-12 $90.21
2024 Q1 INITIATED — — — 2,310 — — 0.12% $175K 2024-05-15 $83.75

🏢 Other funds also holding MMSI

As of 2026 Q2 — sorted by position size

CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.51% EPIQ PARTNERS, LLC 3Y 0.09% Hilltop National Bank 0.04% Gradient Investments LLC 3Y 7Y 0.02% Central Pacific Bank - Trust Division 0.02% Assenagon Asset Management S.A. 3Y 7Y 0.01% GAMMA Investing LLC 0.01% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0% Retirement Wealth Solutions LLC 0.0% Cedar Mountain Advisors, LLC 3Y 0.0%

FAQ About Palouse Capital 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 Palouse Capital Management, Inc. reported owning MMSI?

Palouse Capital Management, Inc. reported MMSI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MMSI position in Palouse Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for MMSI was 0.13% in 2024 Q2.

What is the latest reported MMSI position on this page?

The most recent filing on this page is 2026 Q2, when Palouse Capital Management, Inc. reported 1,315 shares, equal to 0.06% of portfolio, with an estimated market value of $91K.

What does the chart on this MMSI ownership page compare?

The chart compares Palouse Capital 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.

How well did Palouse Capital Management, Inc. time their MMSI position?

Based on 13F filing dates vs. subsequent MMSI price moves, Palouse Capital Management, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on MMSI relative to SPY over the holding period was +203.2%.

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