Clearstead Trust’s Mercury Systems MRCY Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-18	Closed	-$1.39K	–	1332
2025 Q3	$1.39K	Hold	18	–	–	﹤0.01%	1116
2025 Q2	$970	Buy	+18	New	+$877	﹤0.01%	1170

Other funds holding MRCY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JPM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CCA

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearstead Trust's MRCY Position: Q4 2025 in Review

Clearstead Trust sold out of Mercury Systems (MRCY) in Q4 2025, closing a stake of 18 shares — an estimated $1.39K sold.

Clearstead Trust first reported a position in MRCY in Q2 2025 and held it in 2 quarters. The position peaked at $1.39K in Q3 2025. 346 funds tracked by Wall St. Rank hold MRCY as of Q4 2025.

Clearstead Trust reported no remaining Mercury Systems position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 18 Mercury Systems shares in Q4 2025, an estimated $1.39K.
Clearstead Trust first reported a position in Mercury Systems in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Mercury Systems position peaked at $1.39K in Q3 2025.
346 funds tracked by Wall St. Rank held Mercury Systems as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.