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Merit Medical Systems shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Merit Medical Systems (MMSI) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Merit Medical Systems

Tip: Access up to 7 years of quarterly data

All positions including Merit Medical Systems held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Merit Medical Systems by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $8.4M 90k 93.48
2025-03-31 $9.7M 92k 105.71
2024-12-31 $8.8M 91k 96.72
2024-09-30 $8.7M 88k 98.83
2024-03-31 $5.5M 73k 75.75

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Top funds holding Merit Medical Systems

BlackRock
Vanguard Group
State Street Corporation
Conestoga Capital Advisors
Hanna Zanoni
FMR
Maverick Capital
Geode Capital Management
Macquarie Group
Wellington Management Company
UBS Group
Citadel Advisors
Dimensional Fund Advisors
Royal Bank of Canada
Morgan Stanley

View all funds holding Merit Medical Systems