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Venturi Wealth Management’s Mercury Systems MRCY Stock Holding History

Venturi 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
Q1 		– Sell
-507
Closed -$21.3K – 1356
2024
Q4 		$21.3K Sell
507
-86
-15% -$3.28K ﹤0.01% 1241
2024
Q3 		$21.9K Buy
593
+526
+785% +$18.5K ﹤0.01% 992
2024
Q2 		$1.81K Buy
+67
New +$1.95K ﹤0.01% 1380

Other funds holding MRCY

BlackRock
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Venturi Wealth Management's MRCY Position: Q1 2025 in Review

Venturi Wealth Management sold out of Mercury Systems (MRCY) in Q1 2025, closing a stake of 507 shares — an estimated $21.3K sold.

Venturi Wealth Management first reported a position in MRCY in Q2 2024 and held it in 3 quarters. The position peaked at $21.9K in Q3 2024. 253 funds tracked by Wall St. Rank hold MRCY as of Q1 2025.

  • Venturi Wealth Management reported no remaining Mercury Systems position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 507 Mercury Systems shares in Q1 2025, an estimated $21.3K.
  • Venturi Wealth Management first reported a position in Mercury Systems in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Mercury Systems position peaked at $21.9K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.