Creative Planning’s Monogram Orthopaedics MGRM Stock Holding History

Creative Planning’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 Q4	–	Sell	-12,814	Closed	-$75.2K	–	4029
2025 Q3	$75.2K	Buy	+12,814	New	+$68.4K	﹤0.01%	3710

Creative Planning's MGRM Position: Q4 2025 in Review

Creative Planning sold out of Monogram Orthopaedics (MGRM) in Q4 2025, closing a stake of 12,814 shares — an estimated $75.2K sold.

Creative Planning first reported a position in MGRM in Q3 2025 and held it in 1 quarter. The position peaked at $75.2K in Q3 2025. 0 funds tracked by Wall St. Rank hold MGRM as of Q4 2025.

Creative Planning reported no remaining Monogram Orthopaedics position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 12,814 Monogram Orthopaedics shares in Q4 2025, an estimated $75.2K.
Creative Planning first reported a position in Monogram Orthopaedics in Q3 2025 and held it in 1 quarter.
Creative Planning's Monogram Orthopaedics position peaked at $75.2K in Q3 2025.
0 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.