Strategic Wealth Partners’s Monogram Orthopaedics MGRM Stock Holding History

Strategic Wealth Partners’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 Q4	–	Sell	-1,996	Closed	-$11.7K	–	1527
2025 Q3	$11.7K	Buy	1,996 +100	+5%	+$534	﹤0.01%	859
2025 Q2	$5.48K	Buy	+1,896	New	+$5.11K	﹤0.01%	884

Strategic Wealth Partners's MGRM Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Monogram Orthopaedics (MGRM) in Q4 2025, closing a stake of 1,996 shares — an estimated $11.7K sold.

Strategic Wealth Partners first reported a position in MGRM in Q2 2025 and held it in 2 quarters. The position peaked at $11.7K in Q3 2025. 0 funds tracked by Wall St. Rank hold MGRM as of Q4 2025.

Strategic Wealth Partners reported no remaining Monogram Orthopaedics position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Partners sold 1,996 Monogram Orthopaedics shares in Q4 2025, an estimated $11.7K.
Strategic Wealth Partners first reported a position in Monogram Orthopaedics in Q2 2025 and held it in 2 quarters.
Strategic Wealth Partners's Monogram Orthopaedics position peaked at $11.7K in Q3 2025.
0 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.