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Summit Trail Advisors’s Mercury Systems MRCY Stock Holding History

Summit Trail Advisors’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 		$2.52M Sell
34,620
-3,385
-9% -$295K 0.04% 399
2025
Q4 		$2.77M Buy
38,005
+21,802
+135% +$1.62M 0.05% 262
2025
Q3 		$1.25M Buy
16,203
+5,398
+50% +$336K 0.02% 705
2025
Q2 		$582K Buy
+10,805
New +$526K 0.01% 673
2018
Q1 		– Sell
-20
Closed -$1K – 1203
2017
Q4 		$1K Buy
+20
New +$1.03K ﹤0.01% 1826

Other funds holding MRCY

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
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 $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's MRCY Position: Q1 2026 in Review

Summit Trail Advisors reduced its Mercury Systems (MRCY) stake by 8.9% in Q1 2026, selling an estimated $295K and leaving 34,620 shares worth $2.52M. The position accounts for 0.04% of the portfolio, ranked #399.

Summit Trail Advisors first reported a position in MRCY in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.77M in Q4 2025. 356 funds tracked by Wall St. Rank hold MRCY as of Q1 2026.

  • Summit Trail Advisors held 34,620 shares of Mercury Systems worth $2.52M as of Q1 2026.
  • Summit Trail Advisors sold 3,385 Mercury Systems shares in Q1 2026, an estimated $295K.
  • Mercury Systems made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #399 holding.
  • Summit Trail Advisors first reported a position in Mercury Systems in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Mercury Systems position peaked at $2.77M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.