13D Management’s Mercury Systems MRCY Stock Holding History

13D Management’s Portfolio MRCY Stock Details MRCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.4M	Hold	60,462	–	–	10.37%	3
2026 Q1	$4.41M	Sell	60,462 -43,300	-42%	-$3.77M	6.83%	7
2025 Q4	$7.58M	Sell	103,762 -33,250	-24%	-$2.47M	9.01%	2
2025 Q3	$10.6M	Hold	137,012	–	–	10.17%	1
2025 Q2	$7.38M	Sell	137,012 -65,689	-32%	-$3.2M	6.73%	3
2025 Q1	$8.73M	Sell	202,701 -18,314	-8%	-$802K	7.7%	1
2024 Q4	$9.28M	Buy	221,015 +89,507	+68%	+$3.41M	6.88%	4
2024 Q3	$4.87M	Buy	131,508 +222	+0.2%	+$7.81K	3.57%	16
2024 Q2	$3.54M	Sell	131,286 -29,880	-19%	-$872K	2.59%	20
2024 Q1	$4.75M	Buy	161,166 +180	+0.1%	+$5.42K	2.9%	21
2023 Q4	$5.89M	Sell	160,986 -38,283	-19%	-$1.38M	3.46%	12
2023 Q3	$7.39M	Buy	+199,269	New	+$7.35M	4.6%	13
2023 Q2	–	Sell	-124,200	Closed	-$6.35M	–	31
2023 Q1	$6.35M	Sell	124,200 -61,350	-33%	-$3.1M	3.22%	14
2022 Q4	$8.3M	Sell	185,550 -26,800	-13%	-$1.27M	4.37%	8
2022 Q3	$8.62M	Hold	212,350	–	–	4.51%	10
2022 Q2	$13.7M	Buy	212,350 +13,200	+7%	+$787K	6.04%	1
2022 Q1	$12.8M	Buy	+199,150	New	+$11.8M	4.88%	2

Other funds holding MRCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

13D Management's MRCY Position: Q2 2026 in Review

13D Management held its Mercury Systems (MRCY) position steady in Q2 2026 at 60,462 shares worth $7.4M. The position accounts for 10.37% of the portfolio, ranked #3.

13D Management first reported a position in MRCY in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.7M in Q2 2022. 392 funds tracked by Wall St. Rank hold MRCY as of Q2 2026.

13D Management held 60,462 shares of Mercury Systems worth $7.4M as of Q2 2026.
13D Management left its Mercury Systems share count unchanged in Q2 2026.
Mercury Systems made up 10.37% of 13D Management's portfolio in Q2 2026, its #3 holding.
13D Management first reported a position in Mercury Systems in Q1 2022 and has held it in 17 quarters since.
13D Management's Mercury Systems position peaked at $13.7M in Q2 2022.
392 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2026.

Based on 13D Management's 13F filing for Q2 2026, filed 14 Aug 2026.