Clearstead Advisors’s Merus MRUS Stock Holding History

Clearstead Advisors’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	-635	Closed	-$59.8K	–	3069
2025 Q3	$59.8K	Buy	635 +9	+1%	+$586	﹤0.01%	1221
2025 Q2	$32.9K	Buy	+626	New	+$29.4K	﹤0.01%	1429

Other funds holding MRUS

DekaBank Deutsche Girozentrale

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return

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

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clearstead Advisors's MRUS Position: Q4 2025 in Review

Clearstead Advisors sold out of Merus (MRUS) in Q4 2025, closing a stake of 635 shares — an estimated $59.8K sold.

Clearstead Advisors first reported a position in MRUS in Q2 2025 and held it in 2 quarters. The position peaked at $59.8K in Q3 2025. 10 funds tracked by Wall St. Rank hold MRUS as of Q4 2025.

Clearstead Advisors reported no remaining Merus position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 635 Merus shares in Q4 2025, an estimated $59.8K.
Clearstead Advisors first reported a position in Merus in Q2 2025 and held it in 2 quarters.
Clearstead Advisors's Merus position peaked at $59.8K in Q3 2025.
10 funds tracked by Wall St. Rank held Merus as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.