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Intentional Wealth Strategies’s Mercury Insurance MCY Stock Holding History

Intentional Wealth Strategies’s Portfolio MCY Stock Details MCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-170
Closed -$15K – 558
2026
Q1 		$15K Buy
+170
New +$15.2K 0.01% 315

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Intentional Wealth Strategies's MCY Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Mercury Insurance (MCY) in Q2 2026, closing a stake of 170 shares — an estimated $15K sold.

Intentional Wealth Strategies first reported a position in MCY in Q1 2026 and held it in 1 quarter. The position peaked at $15K in Q1 2026. 346 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Mercury Insurance position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 170 Mercury Insurance shares in Q2 2026, an estimated $15K.
  • Intentional Wealth Strategies first reported a position in Mercury Insurance in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Mercury Insurance position peaked at $15K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

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