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 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 $5.72T AUM 30.48% 1-Year Est. Return

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's MRCY Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Mercury Systems (MRCY) stake by 82% in Q1 2026, selling an estimated $78.4K and leaving 200 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #291.

Mark Sheptoff Financial Planning first reported a position in MRCY in Q1 2019 and has held it in 10 quarters since. The position peaked at $128K in Q3 2019. 356 funds tracked by Wall St. Rank hold MRCY as of Q1 2026.

Mark Sheptoff Financial Planning held 200 shares of Mercury Systems worth $16.6K as of Q1 2026.
Mark Sheptoff Financial Planning sold 900 Mercury Systems shares in Q1 2026, an estimated $78.4K.
Mercury Systems made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #291 holding.
Mark Sheptoff Financial Planning first reported a position in Mercury Systems in Q1 2019 and has held it in 10 quarters since.
Mark Sheptoff Financial Planning's Mercury Systems position peaked at $128K in Q3 2019.
356 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.