WTFG
MGRM

Wood Tarver Financial Group’s Monogram Orthopaedics MGRM Stock Holding History

Wood Tarver Financial Group’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
-1,000
Closed -$2K – 441
2025
Q2 		$2K Hold
1,000
– – ﹤0.01% 522
2025
Q1 		$2.94K Hold
1,000
– – ﹤0.01% 502
2024
Q4 		$2K Buy
+1,000
New +$2.35K ﹤0.01% 508

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

Wood Tarver Financial Group's MGRM Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Monogram Orthopaedics (MGRM) in Q3 2025, closing a stake of 1,000 shares — an estimated $2K sold.

Wood Tarver Financial Group first reported a position in MGRM in Q4 2024 and held it in 3 quarters. The position peaked at $2.94K in Q1 2025. 63 funds tracked by Wall St. Rank hold MGRM as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Monogram Orthopaedics position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,000 Monogram Orthopaedics shares in Q3 2025, an estimated $2K.
  • Wood Tarver Financial Group first reported a position in Monogram Orthopaedics in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Monogram Orthopaedics position peaked at $2.94K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.