Creative Planning
MRUS

Creative Planning’s Merus MRUS Stock Holding History

Creative Planning’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
Q1 		– Sell
-77
Closed -$3.24K – 3638
2024
Q4 		$3.24K Buy
+77
New +$3.7K ﹤0.01% 3431

Other funds holding MRUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Creative Planning's MRUS Position: Q1 2025 in Review

Creative Planning sold out of Merus (MRUS) in Q1 2025, closing a stake of 77 shares — an estimated $3.24K sold.

Creative Planning first reported a position in MRUS in Q4 2024 and held it in 1 quarter. The position peaked at $3.24K in Q4 2024. 185 funds tracked by Wall St. Rank hold MRUS as of Q1 2025.

  • Creative Planning reported no remaining Merus position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 77 Merus shares in Q1 2025, an estimated $3.24K.
  • Creative Planning first reported a position in Merus in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Merus position peaked at $3.24K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Merus as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.