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MGB Wealth Management’s Mercury Systems MRCY Stock Holding History

MGB Wealth Management’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
2025
Q4 		$212K Hold
2,900
– – 0.06% 215
2025
Q3 		$224K Buy
+2,900
New +$180K 0.06% 207

Other funds holding MRCY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MGB Wealth Management's MRCY Position: Q4 2025 in Review

MGB Wealth Management held its Mercury Systems (MRCY) position steady in Q4 2025 at 2,900 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #215.

MGB Wealth Management first reported a position in MRCY in Q3 2025 and has held it in 2 quarters since. The position peaked at $224K in Q3 2025. 345 funds tracked by Wall St. Rank hold MRCY as of Q4 2025.

  • MGB Wealth Management held 2,900 shares of Mercury Systems worth $212K as of Q4 2025.
  • MGB Wealth Management left its Mercury Systems share count unchanged in Q4 2025.
  • Mercury Systems made up 0.06% of MGB Wealth Management's portfolio in Q4 2025, its #215 holding.
  • MGB Wealth Management first reported a position in Mercury Systems in Q3 2025 and has held it in 2 quarters since.
  • MGB Wealth Management's Mercury Systems position peaked at $224K in Q3 2025.
  • 345 funds tracked by Wall St. Rank held Mercury Systems as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.