CWM
MRUS

Connecticut Wealth Management’s Merus MRUS Stock Holding History

Connecticut 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
-33,343
Closed -$3.14M – 326
2025
Q3 		$3.14M Hold
33,343
– – 0.14% 73
2025
Q2 		$1.75M Buy
33,343
+6,425
+24% +$302K 0.08% 100
2025
Q1 		$1.13M Hold
26,918
– – 0.06% 138
2024
Q4 		$1.13M Hold
26,918
– – 0.06% 124
2024
Q3 		$1.34M Hold
26,918
– – 0.07% 132
2024
Q2 		$1.59M Buy
+26,918
New +$1.3M 0.08% 109

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

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

Connecticut Wealth Management sold out of Merus (MRUS) in Q4 2025, closing a stake of 33,343 shares — an estimated $3.14M sold.

Connecticut Wealth Management first reported a position in MRUS in Q2 2024 and held it in 6 quarters. The position peaked at $3.14M in Q3 2025. 10 funds tracked by Wall St. Rank hold MRUS as of Q4 2025.

  • Connecticut Wealth Management reported no remaining Merus position as of Q4 2025 after selling out during the quarter.
  • Connecticut Wealth Management sold 33,343 Merus shares in Q4 2025, an estimated $3.14M.
  • Connecticut Wealth Management first reported a position in Merus in Q2 2024 and held it in 6 quarters.
  • Connecticut Wealth Management's Merus position peaked at $3.14M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Merus as of Q4 2025.

Based on Connecticut Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.