Root Financial Partners
MRCY icon

Root Financial Partners’s Mercury Systems MRCY Stock Holding History

Root Financial Partners’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
Q3 		$14.2K Buy
+171
New +$16.5K ﹤0.01% 1736
2026
Q2 		– Sell
-192
Closed -$14K – 2110
2026
Q1 		$14K Buy
192
+15
+8% +$1.31K ﹤0.01% 1526
2025
Q4 		$12.9K Sell
177
-18
-9% -$1.34K ﹤0.01% 1385
2025
Q3 		$15.1K Buy
+195
New +$12.1K ﹤0.01% 1262

Other funds holding MRCY

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Root Financial Partners's MRCY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Mercury Systems (MRCY) in Q3 2026: 171 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #1736 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MRCY as recently as Q1 2026.

Root Financial Partners first reported a position in MRCY in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q3 2025. 207 funds tracked by Wall St. Rank hold MRCY as of Q3 2026.

  • Root Financial Partners held 171 shares of Mercury Systems worth $14.2K as of Q3 2026.
  • Mercury Systems was a new Root Financial Partners position in Q3 2026.
  • Mercury Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1736 holding.
  • Root Financial Partners first reported a position in Mercury Systems in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Mercury Systems position peaked at $15.1K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Mercury Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.