MMSI — Merit Medical Sys Inc

Ownership history in SILVER OAK SECURITIES, INCORPORATED  ·  10 quarters on record

This page tracks every 13F SEC filing in which SILVER OAK SECURITIES, INCORPORATED reported a position in Merit Medical Sys Inc (MMSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2023 Q4)
Avg. % of fund
0.04%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,712 +4,196 +119.3% 0.05% $642K $83.23
2025 Q2 REDUCED 3,516 -978 -21.8% 0.03% $329K $93.48
2025 Q1 REDUCED 4,494 -1,192 -21.0% 0.04% $467K $105.71
2024 Q4 ADDED 5,686 +1,544 +37.3% 0.05% $549K $96.72
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MMSI price (monthly, adj. close)

Other funds also holding MMSI

As of 2025 Q4 — sorted by position size

Iron Triangle Partners LP 3Y 3.89% Conestoga Capital Advisors, LLC 3Y 7Y 3.09% Greenhouse Funds LLLP 3Y 7Y 2.76% Aristotle Capital Boston, LLC 3Y 7Y 1.83% CROWN ADVISORS MANAGEMENT, INC. 3Y 7Y 1.74% Ranger Investment Management, L.P. 3Y 7Y 1.23% Karras Company, Inc. 0.99% ArrowMark Colorado Holdings LLC 3Y 7Y 0.89% OBERWEIS ASSET MANAGEMENT INC/ 3Y 7Y 0.87% Riverwater Partners LLC 3Y 0.84%
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