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Heights Point Management’s Mercury Systems MRCY Stock Holding History

Heights Point 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
Q2 		$12.3M Sell
100,375
-21,523
-18% -$2.05M 9.77% 1
2026
Q1 		$8.89M Sell
121,898
-21,170
-15% -$1.84M 8.24% 2
2025
Q4 		$10.4M Buy
+143,068
New +$10.6M 8.91% 2

Other funds holding MRCY

BlackRock
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Heights Point Management's MRCY Position: Q2 2026 in Review

Heights Point Management reduced its Mercury Systems (MRCY) stake by 18% in Q2 2026, selling an estimated $2.05M and leaving 100,375 shares worth $12.3M. The position accounts for 9.77% of the portfolio, ranked #1.

Heights Point Management first reported a position in MRCY in Q4 2025 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold MRCY as of Q2 2026.

  • Heights Point Management held 100,375 shares of Mercury Systems worth $12.3M as of Q2 2026.
  • Heights Point Management sold 21,523 Mercury Systems shares in Q2 2026, an estimated $2.05M.
  • Mercury Systems made up 9.77% of Heights Point Management's portfolio in Q2 2026, its #1 holding.
  • Heights Point Management first reported a position in Mercury Systems in Q4 2025 and has held it in 3 quarters since.
  • 392 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2026.

Based on Heights Point Management's 13F filing for Q2 2026, filed 14 Aug 2026.