LRI Investments’s Mercury Systems MRCY Stock Holding History

LRI Investments’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	$367	Buy	+3	New	+$286	﹤0.01%	1610
2025 Q2	–	Sell	-141	Closed	-$6.08K	–	1292
2025 Q1	$6.08K	Sell	141 -17	-11%	-$745	﹤0.01%	891
2024 Q4	$6.64K	Hold	158	–	–	﹤0.01%	865
2024 Q3	$6.45K	Hold	158	–	–	﹤0.01%	877
2024 Q2	$4.26K	Buy	+158	New	+$4.61K	﹤0.01%	941

Other funds holding MRCY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

HWG Holdings Houston, Texas $440M AUM 52.68% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 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