Portside Wealth Group, LLC MMSI — MERIT MED SYS INC

Ownership history in Portside Wealth Group, LLC  ·  6 quarters on record

AI Ownership Summary

Portside Wealth Group, LLC reported MERIT MED SYS INC (MMSI) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2025 Q4. The latest visible filing shows MMSI at 0.07% 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.

What this MMSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Portside Wealth Group, 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 Q2

MMSI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

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 Portside Wealth Group, LLC fund profile Portside Wealth Group, LLC full holdings
How Portside Wealth Group, LLC held MMSI — position size vs. price
% of Fund (quarterly)    MMSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8,079 +2,625 +48.1% 0.07% $560K 2026-07-14 $71.02
2026 Q1 REDUCED — — — 5,454 -252 -4.4% 0.05% $376K 2026-05-12 $61.15
2025 Q4 ADDED — — — 5,706 +1,515 +36.1% 0.07% $503K 2026-01-21 $83.45
2025 Q3 ADDED — — — 4,191 +651 +18.4% 0.05% $349K 2025-11-05 $87.11
2025 Q2 ADDED — — — 3,540 +255 +7.8% 0.05% $331K 2025-08-11 $84.04
2025 Q1 INITIATED — — — 3,285 — — 0.05% $318K 2025-04-10 $91.54

🏢 Other funds also holding MMSI

As of 2026 Q2 — sorted by position size

CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.51% BAM Wealth Management, LLC 0.28% Significant Wealth Partners LLC 0.27% EPIQ PARTNERS, LLC 3Y 0.09% Palouse Capital Management, Inc. 3Y 7Y 0.06% Handelsbanken Fonder AB 3Y 7Y 0.04% Hilltop National Bank 0.04% Gradient Investments LLC 3Y 7Y 0.02% Central Pacific Bank - Trust Division 0.02% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01%

FAQ About Portside Wealth Group, 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 Portside Wealth Group, LLC reported owning MMSI?

Portside Wealth Group, LLC reported MMSI across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported MMSI position in Portside Wealth Group, LLC's portfolio?

The largest reported portfolio weight for MMSI was 0.07% in 2025 Q4.

What is the latest reported MMSI position on this page?

The most recent filing on this page is 2026 Q2, when Portside Wealth Group, LLC reported 8,079 shares, equal to 0.07% of portfolio, with an estimated market value of $560K.

What does the chart on this MMSI ownership page compare?

The chart compares Portside Wealth Group, 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.

How well did Portside Wealth Group, LLC time their MMSI position?

Based on 13F filing dates vs. subsequent MMSI price moves, Portside Wealth Group, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on MMSI relative to SPY over the holding period was -39.3%.

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