SHF
MGRM

Safe Harbor Fiduciary’s Monogram Orthopaedics MGRM Stock Holding History

Safe Harbor Fiduciary’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
Q2 		$1.99K Hold
690
– – ﹤0.01% 198
2025
Q1 		$2.03K Hold
690
– – ﹤0.01% 187
2024
Q4 		$1.64K Hold
690
– – ﹤0.01% 161
2024
Q3 		$1.83K Buy
+690
New +$1.8K ﹤0.01% 171

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 $1.88T AUM 44.46% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Safe Harbor Fiduciary's MGRM Position: Q2 2025 in Review

Safe Harbor Fiduciary held its Monogram Orthopaedics (MGRM) position steady in Q2 2025 at 690 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Safe Harbor Fiduciary first reported a position in MGRM in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.03K in Q1 2025. 49 funds tracked by Wall St. Rank hold MGRM as of Q2 2025.

  • Safe Harbor Fiduciary held 690 shares of Monogram Orthopaedics worth $1.99K as of Q2 2025.
  • Safe Harbor Fiduciary left its Monogram Orthopaedics share count unchanged in Q2 2025.
  • Monogram Orthopaedics made up ﹤0.01% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #198 holding.
  • Safe Harbor Fiduciary first reported a position in Monogram Orthopaedics in Q3 2024 and has held it in 4 quarters since.
  • Safe Harbor Fiduciary's Monogram Orthopaedics position peaked at $2.03K in Q1 2025.
  • 49 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.