MIM
MRUS

Morningstar Investment Management’s Merus MRUS Stock Holding History

Morningstar Investment 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
-5,100
Closed -$480K – 412
2025
Q3 		$480K Buy
+5,100
New +$332K 0.02% 425

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

Morningstar Investment Management's MRUS Position: Q4 2025 in Review

Morningstar Investment Management sold out of Merus (MRUS) in Q4 2025, closing a stake of 5,100 shares — an estimated $480K sold.

Morningstar Investment Management first reported a position in MRUS in Q3 2025 and held it in 1 quarter. The position peaked at $480K in Q3 2025. 10 funds tracked by Wall St. Rank hold MRUS as of Q4 2025.

  • Morningstar Investment Management reported no remaining Merus position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 5,100 Merus shares in Q4 2025, an estimated $480K.
  • Morningstar Investment Management first reported a position in Merus in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Merus position peaked at $480K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Merus as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.