JFS Wealth Advisors’s Mercury Systems MRCY Stock Holding History

JFS Wealth Advisors’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	$7.46K	Buy	61 +5	+9%	+$476	﹤0.01%	1132
2026 Q1	$4.08K	Buy	56 +4	+8%	+$348	﹤0.01%	1267
2025 Q4	$3.8K	Buy	52 +13	+33%	+$967	﹤0.01%	1342
2025 Q3	$3.02K	Sell	39 -3	-7%	-$187	﹤0.01%	1315
2025 Q2	$2.26K	Buy	42 +13	+45%	+$633	﹤0.01%	1362
2025 Q1	$1.25K	Buy	29 +5	+21%	+$219	﹤0.01%	1604
2024 Q4	$1.01K	Sell	24 -3	-11%	-$114	﹤0.01%	1671
2024 Q3	$999	Buy	27 +11	+69%	+$387	﹤0.01%	1697
2024 Q2	$432	Hold	16	–	–	﹤0.01%	1823
2024 Q1	$472	Sell	16 -1	-6%	-$30	﹤0.01%	1792
2023 Q4	$622	Sell	17 -13	-43%	-$469	﹤0.01%	1763
2023 Q3	$1.11K	Buy	30 +14	+88%	+$516	﹤0.01%	1568
2023 Q2	$554	Sell	16 -15	-48%	-$641	﹤0.01%	1741
2023 Q1	$1.58K	Buy	31 +9	+41%	+$455	﹤0.01%	1447
2022 Q4	$984	Buy	22 +8	+57%	+$378	﹤0.01%	1609
2022 Q3	$1K	Sell	14 -23	-62%	-$1.21K	﹤0.01%	1596
2022 Q2	$2K	Buy	37 +9	+32%	+$537	﹤0.01%	1349
2022 Q1	$2K	Buy	28 +17	+155%	+$1.01K	﹤0.01%	1451
2021 Q4	$1K	Buy	+11	New	+$557	﹤0.01%	1460

Other funds holding MRCY

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return