BCI
MGRM

Brinker Capital Investments’s Monogram Orthopaedics MGRM Stock Holding History

Brinker Capital Investments’s Portfolio MGRM Stock Details MGRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,850
Closed -$40K – 2098
2025
Q2 		$40K Buy
13,850
+1,850
+15% +$4.99K ﹤0.01% 1963
2025
Q1 		$35.3K Sell
12,000
-1,000
-8% -$2.64K ﹤0.01% 1868
2024
Q4 		$30.8K Buy
+13,000
New +$30.5K ﹤0.01% 1813

Other funds holding MGRM

Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return

Brinker Capital Investments's MGRM Position: Q3 2025 in Review

Brinker Capital Investments sold out of Monogram Orthopaedics (MGRM) in Q3 2025, closing a stake of 13,850 shares — an estimated $40K sold.

Brinker Capital Investments first reported a position in MGRM in Q4 2024 and held it in 3 quarters. The position peaked at $40K in Q2 2025. 63 funds tracked by Wall St. Rank hold MGRM as of Q3 2025.

  • Brinker Capital Investments reported no remaining Monogram Orthopaedics position as of Q3 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 13,850 Monogram Orthopaedics shares in Q3 2025, an estimated $40K.
  • Brinker Capital Investments first reported a position in Monogram Orthopaedics in Q4 2024 and held it in 3 quarters.
  • Brinker Capital Investments's Monogram Orthopaedics position peaked at $40K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.