OPS
MGRM

Orion Portfolio Solutions’s Monogram Orthopaedics MGRM Stock Holding History

Orion Portfolio 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
Q1 		$35.3K Sell
12,000
-1,000
-8% -$2.64K ﹤0.01% 1868
2024
Q4 		$30.8K Buy
+13,000
New +$30.5K ﹤0.01% 1813

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

Orion Portfolio Solutions's MGRM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Monogram Orthopaedics (MGRM) stake by 7.7% in Q1 2025, selling an estimated $2.64K and leaving 12,000 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1868.

Orion Portfolio Solutions first reported a position in MGRM in Q4 2024 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold MGRM as of Q1 2025.

  • Orion Portfolio Solutions held 12,000 shares of Monogram Orthopaedics worth $35.3K as of Q1 2025.
  • Orion Portfolio Solutions sold 1,000 Monogram Orthopaedics shares in Q1 2025, an estimated $2.64K.
  • Monogram Orthopaedics made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1868 holding.
  • Orion Portfolio Solutions first reported a position in Monogram Orthopaedics in Q4 2024 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.