Focus Partners Advisor Solutions’s Monogram Orthopaedics MGRM Stock Holding History

Focus Partners Advisor Solutions’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	-213,678	Closed	-$618K	–	1236
2025 Q2	$618K	Hold	213,678	–	–	0.01%	604
2025 Q1	$628K	Buy	213,678 +12,328	+6%	+$32.6K	0.01%	524
2024 Q4	$477K	Hold	201,350	–	–	0.01%	487
2024 Q3	$534K	Hold	201,350	–	–	0.01%	437
2024 Q2	$433K	Hold	201,350	–	–	0.01%	404
2024 Q1	$491K	Buy	+201,350	New	+$594K	0.01%	365
2023 Q4	–	Sell	-201,350	Closed	-$524K	–	451
2023 Q3	$524K	Buy	+201,350	New	+$847K	0.03%	244

Other funds holding MGRM

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return

Focus Partners Advisor Solutions's MGRM Position: Q3 2025 in Review

Focus Partners Advisor Solutions sold out of Monogram Orthopaedics (MGRM) in Q3 2025, closing a stake of 213,678 shares — an estimated $618K sold.

Focus Partners Advisor Solutions first reported a position in MGRM in Q3 2023 and held it in 7 quarters. The position peaked at $628K in Q1 2025. 63 funds tracked by Wall St. Rank hold MGRM as of Q3 2025.

Focus Partners Advisor Solutions reported no remaining Monogram Orthopaedics position as of Q3 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 213,678 Monogram Orthopaedics shares in Q3 2025, an estimated $618K.
Focus Partners Advisor Solutions first reported a position in Monogram Orthopaedics in Q3 2023 and held it in 7 quarters.
Focus Partners Advisor Solutions's Monogram Orthopaedics position peaked at $628K in Q1 2025.
63 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q3 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2025, filed 12 Nov 2025.