MMSI — MERIT MED SYS INC

Ownership history in SIGNATUREFD, LLC  ·  32 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported MERIT MED SYS INC (MMSI) in 32 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. 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 SIGNATUREFD, LLC'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 Q1

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

High-water mark
Peak Conviction
0.0% in 2026 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 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 SIGNATUREFD, LLC fund profile SIGNATUREFD, LLC full holdings
How SIGNATUREFD, LLC held MMSI — position size vs. price
% of Fund (quarterly)    MMSI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 744 +511 +219.3% 0.00% $51K 2026-04-07 $67.40
2025 Q4 ADDED 233 +91 +64.1% 0.00% $21K 2026-01-20 $81.70
2025 Q3 ADDED 142 +9 +6.8% 0.00% $12K 2025-10-21 $84.15
2025 Q2 REDUCED 133 -23 -14.7% 0.00% $12K 2025-07-16 $83.95
2025 Q1 UNCHANGED 156 — 0% 0.00% $16K 2025-05-02 $95.66
2024 Q4 UNCHANGED 156 — 0% 0.00% $15K 2025-02-10 $109.92
2024 Q3 UNCHANGED 156 — 0% 0.00% $15K 2024-10-21 $95.50
2024 Q2 UNCHANGED 156 — 0% 0.00% $13K 2024-07-29 $85.64
2024 Q1 REDUCED 156 -7 -4.3% 0.00% $12K 2024-05-03 $78.97
2023 Q4 ADDED 163 +23 +16.4% 0.00% $12K 2024-02-01 $80.03
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MMSI

As of 2026 Q1 — sorted by position size

Karras Company, Inc. 0.81% Significant Wealth Partners LLC 0.29% Hilltop National Bank 0.04% Central Pacific Bank - Trust Division 0.02% PARK AVENUE SECURITIES LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Retirement Wealth Solutions LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About SIGNATUREFD, 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 SIGNATUREFD, LLC reported owning MMSI?

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

What was the largest reported MMSI position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for MMSI was 0.00% in 2026 Q1.

What is the latest reported MMSI position on this page?

The most recent filing on this page is 2026 Q1, when SIGNATUREFD, LLC reported 744 shares, equal to 0.00% of portfolio, with an estimated market value of $51K.

What does the chart on this MMSI ownership page compare?

The chart compares SIGNATUREFD, 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.

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