True Wealth Design’s Merus MRUS Stock Holding History

True Wealth Design’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	-6	Closed	-$565	–	2731
2025 Q3	$565	Hold	6	–	–	﹤0.01%	1970
2025 Q2	$316	Sell	6 -22	-79%	-$1.03K	﹤0.01%	1913
2025 Q1	$1.18K	Buy	+28	New	+$1.22K	﹤0.01%	1207

Other funds holding MRUS

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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 Chicago, Illinois $171B AUM 85% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's MRUS Position: Q4 2025 in Review

True Wealth Design sold out of Merus (MRUS) in Q4 2025, closing a stake of 6 shares — an estimated $565 sold.

True Wealth Design first reported a position in MRUS in Q1 2025 and held it in 3 quarters. The position peaked at $1.18K in Q1 2025. 10 funds tracked by Wall St. Rank hold MRUS as of Q4 2025.

True Wealth Design reported no remaining Merus position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 6 Merus shares in Q4 2025, an estimated $565.
True Wealth Design first reported a position in Merus in Q1 2025 and held it in 3 quarters.
True Wealth Design's Merus position peaked at $1.18K in Q1 2025.
10 funds tracked by Wall St. Rank held Merus as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.