Mark Sheptoff Financial Planning’s Mercury Systems MRCY Stock Holding History

Mark Sheptoff Financial Planning’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	$24.5K	Hold	200	–	–	0.01%	260
2026 Q1	$16.6K	Sell	200 -900	-82%	-$78.4K	0.01%	291
2025 Q4	$80.3K	Hold	1,100	–	–	0.04%	163
2025 Q3	$85.1K	Hold	1,100	–	–	0.04%	156
2025 Q2	$59.2K	Buy	+1,100	New	+$53.6K	0.03%	173
2020 Q3	–	Sell	-550	Closed	-$43K	–	354
2020 Q2	$43K	Hold	550	–	–	0.03%	152
2020 Q1	$39K	Sell	550 -1,025	-65%	-$77.7K	0.03%	148
2019 Q4	$109K	Hold	1,575	–	–	0.07%	116
2019 Q3	$128K	Buy	1,575 +875	+125%	+$69.1K	0.09%	103
2019 Q2	$49K	Buy	700 +500	+250%	+$34.7K	0.03%	156
2019 Q1	$13K	Buy	+200	New	+$11.5K	0.01%	247

Other funds holding MRCY

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's MRCY Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Mercury Systems (MRCY) position steady in Q2 2026 at 200 shares worth $24.5K. The position accounts for 0.01% of the portfolio, ranked #260.

Mark Sheptoff Financial Planning first reported a position in MRCY in Q1 2019 and has held it in 11 quarters since. The position peaked at $128K in Q3 2019. 392 funds tracked by Wall St. Rank hold MRCY as of Q2 2026.

Mark Sheptoff Financial Planning held 200 shares of Mercury Systems worth $24.5K as of Q2 2026.
Mark Sheptoff Financial Planning left its Mercury Systems share count unchanged in Q2 2026.
Mercury Systems made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #260 holding.
Mark Sheptoff Financial Planning first reported a position in Mercury Systems in Q1 2019 and has held it in 11 quarters since.
Mark Sheptoff Financial Planning's Mercury Systems position peaked at $128K in Q3 2019.
392 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.