Back to MMSI
Portside Wealth Group, LLC → MMSI
Portside Wealth Group, LLC MMSI Position History
Merit Medical Systems, Inc. • Healthcare
Quarters held
10
Latest value
$410K
Q3 2026
Peak value
$410K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $262K |
| Q3 2025 | $86K |
| Q4 2025 | $191K |
| Q4 2025 | $312K |
| Q1 2026 | $219K |
| Q1 2026 | $157K |
| Q2 2026 | $297K |
| Q2 2026 | $263K |
| Q3 2026 | $324K |
| Q3 2026 | $410K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $410K | 4.8K | — | — |
| Q3 2026 | $324K | 3.8K | — | — |
| Q2 2026 | $263K | 3.8K | — | — |
| Q2 2026 | $297K | 4.3K | — | — |
| Q1 2026 | $157K | 2.3K | — | — |
| Q1 2026 | $219K | 3.2K | — | — |
| Q4 2025 | $312K | 3.5K | — | — |
| Q4 2025 | $191K | 2.2K | — | — |
| Q3 2025 | $86K | 1.0K | — | — |
| Q3 2025 | $262K | 3.2K | — | — |
Other funds holding MMSI
$552.4M
$171.6M
$171.6M
$162.7M
$147.8M