SWP
MRCY icon

Stratos Wealth Partners’s Mercury Systems MRCY Stock Holding History

Stratos Wealth 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
2023
Q2 		– Sell
-24,818
Closed -$1.27M – 1218
2023
Q1 		$1.27M Sell
24,818
-1,930
-7% -$97.5K 0.03% 416
2022
Q4 		$1.2M Sell
26,748
-958
-3% -$45.3K 0.03% 462
2022
Q3 		$1.13M Buy
27,706
+1,708
+7% +$89.5K 0.03% 444
2022
Q2 		$1.67M Buy
25,998
+598
+2% +$35.7K 0.04% 353
2022
Q1 		$1.64M Buy
25,400
+19,458
+327% +$1.16M 0.04% 417
2021
Q4 		$327K Sell
5,942
-20,008
-77% -$1.01M 0.01% 971
2021
Q3 		$1.23M Buy
25,950
+10,114
+64% +$562K 0.03% 456
2021
Q2 		$1.05M Buy
+15,836
New +$1.09M 0.03% 530
2019
Q4 		– Sell
-4,260
Closed -$346K – 999
2019
Q3 		$346K Buy
+4,260
New +$337K 0.02% 677

Other funds holding MRCY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return