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 $18.6B AUM 29.12% 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 $10.9B AUM 60.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $92.6M AUM 77.32% 1-Year Est. Return