Custom Portfolio Group »

Merit Medical Systems shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Merit Medical Systems (MMSI) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Merit Medical Systems

Tip: Access up to 7 years of quarterly data

All positions including Merit Medical Systems held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Merit Medical Systems by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $32k 375 85.95
2024-03-31 $28k 375 75.75
2023-12-31 $29k 375 75.96

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Merit Medical Systems

Tudor Investment Corporation
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

View all funds holding Merit Medical Systems