EverSource Wealth Advisors’s Monogram Orthopaedics MGRM Stock Holding History

EverSource Wealth Advisors’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	-511	Closed	-$3K	–	4370
2025 Q3	$3K	Hold	511	–	–	﹤0.01%	3376
2025 Q2	$1.48K	Buy	+511	New	+$1.38K	﹤0.01%	3607

EverSource Wealth Advisors's MGRM Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Monogram Orthopaedics (MGRM) in Q4 2025, closing a stake of 511 shares — an estimated $3K sold.

EverSource Wealth Advisors first reported a position in MGRM in Q2 2025 and held it in 2 quarters. The position peaked at $3K in Q3 2025. 0 funds tracked by Wall St. Rank hold MGRM as of Q4 2025.

EverSource Wealth Advisors reported no remaining Monogram Orthopaedics position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 511 Monogram Orthopaedics shares in Q4 2025, an estimated $3K.
EverSource Wealth Advisors first reported a position in Monogram Orthopaedics in Q2 2025 and held it in 2 quarters.
EverSource Wealth Advisors's Monogram Orthopaedics position peaked at $3K in Q3 2025.
0 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.