Carson Wealth (CWM LLC)
MRUS

Carson Wealth (CWM LLC)’s Merus MRUS Stock Holding History

Carson Wealth (CWM LLC)’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
-809
Closed -$76K – 5536
2025
Q3 		$76K Buy
809
+7
+0.9% +$456 ﹤0.01% 3191
2025
Q2 		$42K Buy
802
+601
+299% +$28.3K ﹤0.01% 3419
2025
Q1 		$8K Buy
201
+195
+3,250% +$8.5K ﹤0.01% 4225
2024
Q4 		$0 Sell
6
-1
-14% -$48 ﹤0.01% 5062
2024
Q3 		$0 Hold
7
– – ﹤0.01% 5026
2024
Q2 		$0 Buy
+7
New +$339 ﹤0.01% 4803

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

Carson Wealth (CWM LLC)'s MRUS Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Merus (MRUS) in Q4 2025, closing a stake of 809 shares — an estimated $76K sold.

Carson Wealth (CWM LLC) first reported a position in MRUS in Q2 2024 and held it in 6 quarters. The position peaked at $76K in Q3 2025. 10 funds tracked by Wall St. Rank hold MRUS as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Merus position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 809 Merus shares in Q4 2025, an estimated $76K.
  • Carson Wealth (CWM LLC) first reported a position in Merus in Q2 2024 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Merus position peaked at $76K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Merus as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.