Whittier Trust’s Monogram Orthopaedics MGRM Stock Holding History

Whittier Trust’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	-300	Closed	-$1.83K	–	1401
2025 Q3	$1.83K	Hold	300	–	–	﹤0.01%	1299
2025 Q2	$867	Hold	300	–	–	﹤0.01%	1459
2025 Q1	$882	Hold	300	–	–	﹤0.01%	1440
2024 Q4	$708	Hold	300	–	–	﹤0.01%	1503
2024 Q3	$795	Buy	+300	New	+$781	﹤0.01%	1504

Whittier Trust's MGRM Position: Q4 2025 in Review

Whittier Trust sold out of Monogram Orthopaedics (MGRM) in Q4 2025, closing a stake of 300 shares — an estimated $1.83K sold.

Whittier Trust first reported a position in MGRM in Q3 2024 and held it in 5 quarters. The position peaked at $1.83K in Q3 2025. 0 funds tracked by Wall St. Rank hold MGRM as of Q4 2025.

Whittier Trust reported no remaining Monogram Orthopaedics position as of Q4 2025 after selling out during the quarter.
Whittier Trust sold 300 Monogram Orthopaedics shares in Q4 2025, an estimated $1.83K.
Whittier Trust first reported a position in Monogram Orthopaedics in Q3 2024 and held it in 5 quarters.
Whittier Trust's Monogram Orthopaedics position peaked at $1.83K in Q3 2025.
0 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.