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Institute for Wealth Management’s Mercury Systems MRCY Stock Holding History

Institute for Wealth 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 		$52.4K Buy
+428
New +$40.8K ﹤0.01% 863

Other funds holding MRCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Institute for Wealth Management's MRCY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Mercury Systems (MRCY) in Q2 2026: 428 shares worth $52.4K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings.

178 funds tracked by Wall St. Rank hold MRCY as of Q2 2026.

  • Institute for Wealth Management held 428 shares of Mercury Systems worth $52.4K as of Q2 2026.
  • Mercury Systems was a new Institute for Wealth Management position in Q2 2026.
  • Mercury Systems made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #863 holding.
  • 178 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.