MA
MRUS

Montag & Associates’s Merus MRUS Stock Holding History

Montag & Associates’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
-15
Closed -$1.41K – 1084
2025
Q3 		$1.41K Buy
+15
New +$977 ﹤0.01% 965

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

Montag & Associates's MRUS Position: Q4 2025 in Review

Montag & Associates sold out of Merus (MRUS) in Q4 2025, closing a stake of 15 shares — an estimated $1.41K sold.

Montag & Associates first reported a position in MRUS in Q3 2025 and held it in 1 quarter. The position peaked at $1.41K in Q3 2025. 10 funds tracked by Wall St. Rank hold MRUS as of Q4 2025.

  • Montag & Associates reported no remaining Merus position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 15 Merus shares in Q4 2025, an estimated $1.41K.
  • Montag & Associates first reported a position in Merus in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Merus position peaked at $1.41K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Merus as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.