Select Equity Group’s Mercury Systems MRCY Stock Holding History

Select Equity Group’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	$20.2M	Buy	165,257 +81,791	+98%	+$7.79M	0.1%	112
2026 Q1	$6.09M	Buy	83,466 +5,645	+7%	+$492K	0.03%	150
2025 Q4	$5.68M	Sell	77,821 -26,027	-25%	-$1.94M	0.02%	161
2025 Q3	$8.04M	Buy	103,848 +20,078	+24%	+$1.25M	0.03%	144
2025 Q2	$4.51M	Buy	83,770 +65,219	+352%	+$3.18M	0.02%	142
2025 Q1	$799K	Buy	+18,551	New	+$813K	﹤0.01%	150
2023 Q3	–	Sell	-11,026	Closed	-$381K	–	180
2023 Q2	$381K	Buy	11,026 +1,307	+13%	+$55.8K	﹤0.01%	159
2023 Q1	$497K	Sell	9,719 -25,115	-72%	-$1.27M	﹤0.01%	156
2022 Q4	$1.56M	Buy	+34,834	New	+$1.65M	0.01%	148

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

Select Equity Group's MRCY Position: Q2 2026 in Review

Select Equity Group increased its Mercury Systems (MRCY) stake by 98% in Q2 2026, buying an estimated $7.79M and bringing the position to 165,257 shares worth $20.2M. The position accounts for 0.1% of the portfolio, ranked #112.

Select Equity Group first reported a position in MRCY in Q4 2022 and has held it in 9 quarters since. 392 funds tracked by Wall St. Rank hold MRCY as of Q2 2026.

Select Equity Group held 165,257 shares of Mercury Systems worth $20.2M as of Q2 2026.
Select Equity Group bought 81,791 Mercury Systems shares in Q2 2026, an estimated $7.79M.
Mercury Systems made up 0.1% of Select Equity Group's portfolio in Q2 2026, its #112 holding.
Select Equity Group first reported a position in Mercury Systems in Q4 2022 and has held it in 9 quarters since.
392 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.