Crestwood Advisors Group’s Monogram Orthopaedics MGRM Stock Holding History

Crestwood Advisors Group’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	-10,000	Closed	-$58.7K	–	704
2025 Q3	$58.7K	Hold	10,000	–	–	﹤0.01%	569
2025 Q2	$28.9K	Buy	+10,000	New	+$27K	﹤0.01%	531

Crestwood Advisors Group's MGRM Position: Q4 2025 in Review

Crestwood Advisors Group sold out of Monogram Orthopaedics (MGRM) in Q4 2025, closing a stake of 10,000 shares — an estimated $58.7K sold.

Crestwood Advisors Group first reported a position in MGRM in Q2 2025 and held it in 2 quarters. The position peaked at $58.7K in Q3 2025. 0 funds tracked by Wall St. Rank hold MGRM as of Q4 2025.

Crestwood Advisors Group reported no remaining Monogram Orthopaedics position as of Q4 2025 after selling out during the quarter.
Crestwood Advisors Group sold 10,000 Monogram Orthopaedics shares in Q4 2025, an estimated $58.7K.
Crestwood Advisors Group first reported a position in Monogram Orthopaedics in Q2 2025 and held it in 2 quarters.
Crestwood Advisors Group's Monogram Orthopaedics position peaked at $58.7K in Q3 2025.
0 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2025.

Based on Crestwood Advisors Group's 13F filing for Q4 2025, filed 3 Feb 2026.