FFO
MGRM

Fiduciary Family Office’s Monogram Orthopaedics MGRM Stock Holding History

Fiduciary Family Office’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
Q1 		– Sell
-29,348
Closed -$69.6K – 215
2024
Q4 		$69.6K Buy
+29,348
New +$68.8K 0.02% 73

Other funds holding MGRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fiduciary Family Office's MGRM Position: Q1 2025 in Review

Fiduciary Family Office sold out of Monogram Orthopaedics (MGRM) in Q1 2025, closing a stake of 29,348 shares — an estimated $69.6K sold.

Fiduciary Family Office first reported a position in MGRM in Q4 2024 and held it in 1 quarter. The position peaked at $69.6K in Q4 2024. 42 funds tracked by Wall St. Rank hold MGRM as of Q1 2025.

  • Fiduciary Family Office reported no remaining Monogram Orthopaedics position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Family Office sold 29,348 Monogram Orthopaedics shares in Q1 2025, an estimated $69.6K.
  • Fiduciary Family Office first reported a position in Monogram Orthopaedics in Q4 2024 and held it in 1 quarter.
  • Fiduciary Family Office's Monogram Orthopaedics position peaked at $69.6K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q1 2025.

Based on Fiduciary Family Office's 13F filing for Q1 2025, filed 12 May 2025.