EverSource Wealth Advisors’s Merus MRUS Stock Holding History

EverSource Wealth 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
2026 Q1	–	Sell	-53	Closed	-$4.77K	–	4466
2025 Q4	$4.77K	Buy	53 +21	+66%	+$2K	﹤0.01%	3145
2025 Q3	$3.01K	Sell	32 -14	-30%	-$912	﹤0.01%	3373
2025 Q2	$2.42K	Buy	46 +31	+207%	+$1.46K	﹤0.01%	3447
2025 Q1	$631	Buy	15 +13	+650%	+$567	﹤0.01%	3382
2024 Q4	$84	Buy	+2	New	+$96	﹤0.01%	3576

Other funds holding MRUS

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

EverSource Wealth Advisors's MRUS Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Merus (MRUS) in Q1 2026, closing a stake of 53 shares — an estimated $4.77K sold.

EverSource Wealth Advisors first reported a position in MRUS in Q4 2024 and held it in 5 quarters. The position peaked at $4.77K in Q4 2025. 1 fund tracked by Wall St. Rank holds MRUS as of Q1 2026.

EverSource Wealth Advisors reported no remaining Merus position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 53 Merus shares in Q1 2026, an estimated $4.77K.
EverSource Wealth Advisors first reported a position in Merus in Q4 2024 and held it in 5 quarters.
EverSource Wealth Advisors's Merus position peaked at $4.77K in Q4 2025.
1 fund tracked by Wall St. Rank held Merus as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.