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Deepwater Asset Management’s Mercury Systems MRCY Stock Holding History

Deepwater Asset 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 		$4.13M Sell
56,624
-10,837
-16% -$944K 2.62% 25
2025
Q4 		$4.93M Buy
+67,461
New +$5.02M 1.43% 27

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

Deepwater Asset Management's MRCY Position: Q1 2026 in Review

Deepwater Asset Management reduced its Mercury Systems (MRCY) stake by 16% in Q1 2026, selling an estimated $944K and leaving 56,624 shares worth $4.13M. The position accounts for 2.62% of the portfolio, ranked #25.

Deepwater Asset Management first reported a position in MRCY in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.93M in Q4 2025. 356 funds tracked by Wall St. Rank hold MRCY as of Q1 2026.

  • Deepwater Asset Management held 56,624 shares of Mercury Systems worth $4.13M as of Q1 2026.
  • Deepwater Asset Management sold 10,837 Mercury Systems shares in Q1 2026, an estimated $944K.
  • Mercury Systems made up 2.62% of Deepwater Asset Management's portfolio in Q1 2026, its #25 holding.
  • Deepwater Asset Management first reported a position in Mercury Systems in Q4 2025 and has held it in 2 quarters since.
  • Deepwater Asset Management's Mercury Systems position peaked at $4.93M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2026.

Based on Deepwater Asset Management's 13F filing for Q1 2026, filed 14 May 2026.