AF
KIDS icon

Allworth Financial’s OrthoPediatrics KIDS Stock Holding History

Allworth Financial’s Portfolio KIDS Stock Details KIDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$556 Buy
35
+20
+133% +$349 ﹤0.01% 4713
2025
Q4 		$267 Buy
15
+14
+1,400% +$245 ﹤0.01% 4662
2025
Q3 		$19 Buy
+1
New +$21 ﹤0.01% 4831
2024
Q4 		– Sell
-46
Closed -$1.25K – 4010
2024
Q3 		$1.25K Hold
46
– – ﹤0.01% 3142
2024
Q2 		$1.5K Buy
+46
New +$1.41K ﹤0.01% 3030
2024
Q1 		– Sell
-10
Closed -$326 – 3649
2023
Q4 		$326 Buy
+10
New +$290 ﹤0.01% 3223
2022
Q4 		– Sell
-258
Closed -$12K – 3108
2022
Q3 		$12K Buy
+258
New +$12.7K ﹤0.01% 1556

Other funds holding KIDS

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return