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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
Q2 		$4.57K Buy
239
+204
+583% +$3.55K ﹤0.01% 4170
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 – 4007
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 – 3648
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 $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Allworth Financial's KIDS Position: Q2 2026 in Review

Allworth Financial increased its OrthoPediatrics (KIDS) stake by 583% in Q2 2026, buying an estimated $3.55K and bringing the position to 239 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4170.

Allworth Financial first reported a position in KIDS in Q3 2022 and has held it in 8 quarters since. The position peaked at $12K in Q3 2022. 120 funds tracked by Wall St. Rank hold KIDS as of Q2 2026.

  • Allworth Financial held 239 shares of OrthoPediatrics worth $4.57K as of Q2 2026.
  • Allworth Financial bought 204 OrthoPediatrics shares in Q2 2026, an estimated $3.55K.
  • OrthoPediatrics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4170 holding.
  • Allworth Financial first reported a position in OrthoPediatrics in Q3 2022 and has held it in 8 quarters since.
  • Allworth Financial's OrthoPediatrics position peaked at $12K in Q3 2022.
  • 120 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.