OneDigital Investment Advisors’s Monogram Orthopaedics MGRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-11,666
Closed -$68.5K 1564
2025
Q3
$68.5K Hold
11,666
﹤0.01% 1467
2025
Q2
$33.7K Hold
11,666
﹤0.01% 1435
2025
Q1
$34.3K Hold
11,666
﹤0.01% 1381
2024
Q4
$27.6K Hold
11,666
﹤0.01% 1382
2024
Q3
$30.9K Hold
11,666
﹤0.01% 1417
2024
Q2
$25.1K Buy
11,666
+1,000
+9% +$2.19K ﹤0.01% 1350
2024
Q1
$26K Hold
10,666
﹤0.01% 1078
2023
Q4
$36.7K Buy
+10,666
New +$32.1K ﹤0.01% 1089

OneDigital Investment Advisors's MGRM Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Monogram Orthopaedics (MGRM) in Q4 2025, closing a stake of 11,666 shares — an estimated $68.5K sold.

OneDigital Investment Advisors first reported a position in MGRM in Q4 2023 and held it in 8 quarters. The position peaked at $68.5K in Q3 2025. 0 funds tracked by Wall St. Rank hold MGRM as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining Monogram Orthopaedics position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 11,666 Monogram Orthopaedics shares in Q4 2025, an estimated $68.5K.
  • OneDigital Investment Advisors first reported a position in Monogram Orthopaedics in Q4 2023 and held it in 8 quarters.
  • OneDigital Investment Advisors's Monogram Orthopaedics position peaked at $68.5K in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.