EWM
MGRM

Evolution Wealth Management’s Monogram Orthopaedics MGRM Stock Holding History

Evolution Wealth Management’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
-3,896
Closed -$11.3K – 648
2025
Q2 		$11.3K Buy
+3,896
New +$10.5K 0.01% 342

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

Evolution Wealth Management's MGRM Position: Q3 2025 in Review

Evolution Wealth Management sold out of Monogram Orthopaedics (MGRM) in Q3 2025, closing a stake of 3,896 shares — an estimated $11.3K sold.

Evolution Wealth Management first reported a position in MGRM in Q2 2025 and held it in 1 quarter. The position peaked at $11.3K in Q2 2025. 63 funds tracked by Wall St. Rank hold MGRM as of Q3 2025.

  • Evolution Wealth Management reported no remaining Monogram Orthopaedics position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 3,896 Monogram Orthopaedics shares in Q3 2025, an estimated $11.3K.
  • Evolution Wealth Management first reported a position in Monogram Orthopaedics in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Monogram Orthopaedics position peaked at $11.3K in Q2 2025.
  • 63 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.