CCM
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Candelo Capital Management’s Mercury Systems MRCY Stock Holding History

Candelo Capital 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
Q1 		$4.41M Sell
60,460
-3,766
-6% -$328K 3.64% 12
2025
Q4 		$4.69M Buy
64,226
+48,926
+320% +$3.64M 4.18% 10
2025
Q3 		$1.18M Buy
+15,300
New +$951K 1.02% 26

Other funds holding MRCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
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

Candelo Capital Management's MRCY Position: Q1 2026 in Review

Candelo Capital Management reduced its Mercury Systems (MRCY) stake by 5.9% in Q1 2026, selling an estimated $328K and leaving 60,460 shares worth $4.41M. The position accounts for 3.64% of the portfolio, ranked #12.

Candelo Capital Management first reported a position in MRCY in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.69M in Q4 2025. 356 funds tracked by Wall St. Rank hold MRCY as of Q1 2026.

  • Candelo Capital Management held 60,460 shares of Mercury Systems worth $4.41M as of Q1 2026.
  • Candelo Capital Management sold 3,766 Mercury Systems shares in Q1 2026, an estimated $328K.
  • Mercury Systems made up 3.64% of Candelo Capital Management's portfolio in Q1 2026, its #12 holding.
  • Candelo Capital Management first reported a position in Mercury Systems in Q3 2025 and has held it in 3 quarters since.
  • Candelo Capital Management's Mercury Systems position peaked at $4.69M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2026.

Based on Candelo Capital Management's 13F filing for Q1 2026, filed 15 May 2026.