AWM
MRUS

Avior Wealth Management’s Merus MRUS Stock Holding History

Avior Wealth Management’s Portfolio MRUS Stock Details MRUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,909
Closed -$650K – 769
2025
Q3 		$650K Hold
6,909
– – 0.02% 389
2025
Q2 		$363K Buy
+6,909
New +$325K 0.01% 520
2025
Q1 		– Sell
-1,815
Closed -$76.3K – 1729
2024
Q4 		$76.3K Buy
+1,815
New +$87.2K ﹤0.01% 985

Other funds holding MRUS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avior Wealth Management's MRUS Position: Q4 2025 in Review

Avior Wealth Management sold out of Merus (MRUS) in Q4 2025, closing a stake of 6,909 shares — an estimated $650K sold.

Avior Wealth Management first reported a position in MRUS in Q4 2024 and held it in 3 quarters. The position peaked at $650K in Q3 2025. 10 funds tracked by Wall St. Rank hold MRUS as of Q4 2025.

  • Avior Wealth Management reported no remaining Merus position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6,909 Merus shares in Q4 2025, an estimated $650K.
  • Avior Wealth Management first reported a position in Merus in Q4 2024 and held it in 3 quarters.
  • Avior Wealth Management's Merus position peaked at $650K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Merus as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.