Yarbrough Capital’s Mercury Systems MRCY Stock Holding History

Yarbrough Capital’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	$204K	Buy	+1,666	New	+$159K	0.01%	88
2026 Q1	–	Sell	-9,991	Closed	-$729K	–	126
2025 Q4	$729K	Hold	9,991	–	–	0.02%	98
2025 Q3	$773K	Hold	9,991	–	–	0.02%	100
2025 Q2	$538K	Hold	9,991	–	–	0.02%	124
2025 Q1	$431K	Hold	9,991	–	–	0.02%	143
2024 Q4	$420K	Hold	9,991	–	–	0.02%	139
2024 Q3	$370K	Buy	+9,991	New	+$352K	0.02%	164
2023 Q2	–	Sell	-11,092	Closed	-$567K	–	201
2023 Q1	$567K	Hold	11,092	–	–	0.05%	117
2022 Q4	$496K	Hold	11,092	–	–	0.04%	105
2022 Q3	$450K	Hold	11,092	–	–	0.04%	122
2022 Q2	$714K	Sell	11,092 -2,311	-17%	-$138K	0.05%	93
2022 Q1	$864K	Buy	13,403 +2,311	+21%	+$137K	0.05%	107
2021 Q4	$611K	Buy	+11,092	New	+$562K	0.03%	129

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

Yarbrough Capital's MRCY Position: Q2 2026 in Review

Yarbrough Capital opened a new position in Mercury Systems (MRCY) in Q2 2026: 1,666 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #88 among its holdings. This is a return to the name: Yarbrough Capital previously reported a position in MRCY as recently as Q4 2025.

Yarbrough Capital first reported a position in MRCY in Q4 2021 and has held it in 13 quarters since. The position peaked at $864K in Q1 2022. 392 funds tracked by Wall St. Rank hold MRCY as of Q2 2026.

Yarbrough Capital held 1,666 shares of Mercury Systems worth $204K as of Q2 2026.
Mercury Systems was a new Yarbrough Capital position in Q2 2026.
Mercury Systems made up 0.01% of Yarbrough Capital's portfolio in Q2 2026, its #88 holding.
Yarbrough Capital first reported a position in Mercury Systems in Q4 2021 and has held it in 13 quarters since.
Yarbrough Capital's Mercury Systems position peaked at $864K in Q1 2022.
392 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2026.

Based on Yarbrough Capital's 13F filing for Q2 2026, filed 11 Aug 2026.