GeoWealth Management’s Mercury Systems MRCY Stock Holding History

GeoWealth 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
2025 Q1	–	Sell	-547	Closed	-$23K	–	1527
2024 Q4	$23K	Buy	+547	New	+$20.9K	﹤0.01%	1356

Other funds holding MRCY

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

JPM

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

GeoWealth Management's MRCY Position: Q1 2025 in Review

GeoWealth Management sold out of Mercury Systems (MRCY) in Q1 2025, closing a stake of 547 shares — an estimated $23K sold.

GeoWealth Management first reported a position in MRCY in Q4 2024 and held it in 1 quarter. The position peaked at $23K in Q4 2024. 253 funds tracked by Wall St. Rank hold MRCY as of Q1 2025.

GeoWealth Management reported no remaining Mercury Systems position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 547 Mercury Systems shares in Q1 2025, an estimated $23K.
GeoWealth Management first reported a position in Mercury Systems in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Mercury Systems position peaked at $23K in Q4 2024.
253 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.