Creative Planning
MRCY icon

Creative Planning’s Mercury Systems MRCY Stock Holding History

Creative Planning’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 		$2.78M Buy
38,102
+8,705
+30% +$758K ﹤0.01% 1647
2025
Q4 		$2.15M Buy
29,397
+4,583
+18% +$341K ﹤0.01% 1679
2025
Q3 		$1.92M Buy
24,814
+8,975
+57% +$558K ﹤0.01% 1580
2025
Q2 		$853K Buy
15,839
+5,669
+56% +$276K ﹤0.01% 1996
2025
Q1 		$438K Buy
10,170
+1,016
+11% +$44.5K ﹤0.01% 2409
2024
Q4 		$384K Sell
9,154
-634
-6% -$24.2K ﹤0.01% 2466
2024
Q3 		$362K Buy
9,788
+1,818
+23% +$64K ﹤0.01% 2370
2024
Q2 		$215K Buy
+7,970
New +$232K ﹤0.01% 2625
2017
Q3 		– Sell
-444
Closed -$19K – 3005
2017
Q2 		$19K Buy
444
+81
+22% +$3.18K ﹤0.01% 3223
2017
Q1 		$14K Buy
363
+156
+75% +$5.55K ﹤0.01% 3371
2016
Q4 		$6K Buy
+207
New +$5.88K ﹤0.01% 3861
2015
Q2 		– Sell
-23
Closed – – 2278
2015
Q1 		$0 Hold
23
– – ﹤0.01% 4333
2014
Q4 		$0 Hold
23
– – ﹤0.01% 4276
2014
Q3 		$0 Hold
23
– – ﹤0.01% 4099
2014
Q2 		$0 Hold
23
– – ﹤0.01% 3896
2014
Q1 		$0 Hold
23
– – ﹤0.01% 3706
2013
Q4 		$0 Hold
23
– – ﹤0.01% 3405
2013
Q3 		$0 Hold
23
– – ﹤0.01% 3300
2013
Q2 		$0 Buy
+23
New +$199 ﹤0.01% 3098

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

Creative Planning's MRCY Position: Q1 2026 in Review

Creative Planning increased its Mercury Systems (MRCY) stake by 30% in Q1 2026, buying an estimated $758K and bringing the position to 38,102 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Creative Planning first reported a position in MRCY in Q2 2013 and has held it in 19 quarters since. 356 funds tracked by Wall St. Rank hold MRCY as of Q1 2026.

  • Creative Planning held 38,102 shares of Mercury Systems worth $2.78M as of Q1 2026.
  • Creative Planning bought 8,705 Mercury Systems shares in Q1 2026, an estimated $758K.
  • Mercury Systems made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1647 holding.
  • Creative Planning first reported a position in Mercury Systems in Q2 2013 and has held it in 19 quarters since.
  • 356 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.