Allworth Financial’s Mercury Systems MRCY Stock Holding History

Allworth Financial’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 Q1	$51.2K	Buy	702 +9	+1%	+$784	﹤0.01%	2307
2025 Q4	$50.6K	Buy	693 +5	+0.7%	+$372	﹤0.01%	2182
2025 Q3	$53.3K	Buy	688 +3	+0.4%	+$187	﹤0.01%	2059
2025 Q2	$36.9K	Buy	685 +79	+13%	+$3.85K	﹤0.01%	2131
2025 Q1	$30.2K	Buy	606 +8	+1%	+$350	﹤0.01%	1825
2024 Q4	$25.5K	Sell	598 -31	-5%	-$1.18K	﹤0.01%	1946
2024 Q3	$23.3K	Sell	629 -18	-3%	-$634	﹤0.01%	1817
2024 Q2	$21.6K	Buy	647 +625	+2,841%	+$18.2K	﹤0.01%	1834
2024 Q1	$649	Sell	22 -4	-15%	-$121	﹤0.01%	3214
2023 Q4	$951	Sell	26 -135	-84%	-$4.87K	﹤0.01%	2960
2023 Q3	$5.97K	Buy	+161	New	+$5.94K	﹤0.01%	2037
2023 Q2	–	Sell	-4	Closed	-$205	–	3331
2023 Q1	$205	Hold	4	–	–	﹤0.01%	3007
2022 Q4	$179	Sell	4 -4	-50%	-$189	﹤0.01%	2807
2022 Q3	$0	Buy	+8	New	+$419	﹤0.01%	2934

Other funds holding MRCY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return