TFA
MGRM

Toth Financial Advisory’s Monogram Orthopaedics MGRM Stock Holding History

Toth Financial Advisory’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
-250
Closed -$723 – 803
2025
Q2 		$723 Sell
250
-250
-50% -$674 ﹤0.01% 704
2025
Q1 		$1.47K Hold
500
– – ﹤0.01% 632
2024
Q4 		$1.19K Hold
500
– – ﹤0.01% 648
2024
Q3 		$1.32K Hold
500
– – ﹤0.01% 649
2024
Q2 		$1.07K Hold
500
– – ﹤0.01% 688
2024
Q1 		$1.22K Hold
500
– – ﹤0.01% 671
2023
Q4 		$1.72K Sell
500
-200
-29% -$603 ﹤0.01% 634
2023
Q3 		$1.82K Sell
700
-66
-9% -$278 ﹤0.01% 643
2023
Q2 		$3.05K Buy
+766
New +$3.96K ﹤0.01% 599

Other funds holding MGRM

Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
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
Millennium Management New York $276B AUM 44.8% 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
RC
Rangeley Capital New Canaan, Connecticut $109M AUM 97.13% 1-Year Est. Return

Toth Financial Advisory's MGRM Position: Q3 2025 in Review

Toth Financial Advisory sold out of Monogram Orthopaedics (MGRM) in Q3 2025, closing a stake of 250 shares — an estimated $723 sold.

Toth Financial Advisory first reported a position in MGRM in Q2 2023 and held it in 9 quarters. The position peaked at $3.05K in Q2 2023. 63 funds tracked by Wall St. Rank hold MGRM as of Q3 2025.

  • Toth Financial Advisory reported no remaining Monogram Orthopaedics position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 250 Monogram Orthopaedics shares in Q3 2025, an estimated $723.
  • Toth Financial Advisory first reported a position in Monogram Orthopaedics in Q2 2023 and held it in 9 quarters.
  • Toth Financial Advisory's Monogram Orthopaedics position peaked at $3.05K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.