Blue Trust Inc’s OrthoPediatrics KIDS Stock Holding History

Blue Trust Inc’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	$79.3K	Hold	5,000	–	–	﹤0.01%	1127
2025 Q4	$88.8K	Hold	5,000	–	–	﹤0.01%	1121
2025 Q3	$92.7K	Sell	5,000 -13,949	-74%	-$287K	﹤0.01%	1102
2025 Q2	$407K	Hold	18,949	–	–	﹤0.01%	524
2025 Q1	$467K	Sell	18,949 -2,165	-10%	-$53.5K	0.01%	430
2024 Q4	$489K	Sell	21,114 -2,456	-10%	-$61.4K	0.01%	385
2024 Q3	$678K	Sell	23,570 -1,700	-7%	-$51.5K	0.01%	360
2024 Q2	$737K	Hold	25,270	–	–	0.01%	270
2024 Q1	$737K	Sell	25,270 -3,400	-12%	-$95.1K	0.01%	219
2023 Q4	$917K	Buy	28,670 +421	+1%	+$12.2K	0.01%	172
2023 Q3	$1.24M	Hold	28,249	–	–	0.02%	151
2023 Q2	$1.25M	Buy	28,249 +2,925	+12%	+$135K	0.02%	143
2023 Q1	$1.01M	Hold	25,324	–	–	0.02%	189
2022 Q4	$1.17M	Hold	25,324	–	–	0.02%	163
2022 Q3	$1.09M	Sell	25,324 -6,786	-21%	-$333K	0.02%	145
2022 Q2	$1.73M	Buy	+32,110	New	+$1.47M	0.03%	101

Other funds holding KIDS

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Blue Trust Inc's KIDS Position: Q1 2026 in Review

Blue Trust Inc held its OrthoPediatrics (KIDS) position steady in Q1 2026 at 5,000 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Blue Trust Inc first reported a position in KIDS in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q2 2022. 121 funds tracked by Wall St. Rank hold KIDS as of Q1 2026.

Blue Trust Inc held 5,000 shares of OrthoPediatrics worth $79.3K as of Q1 2026.
Blue Trust Inc left its OrthoPediatrics share count unchanged in Q1 2026.
OrthoPediatrics made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1127 holding.
Blue Trust Inc first reported a position in OrthoPediatrics in Q2 2022 and has held it in 16 quarters since.
Blue Trust Inc's OrthoPediatrics position peaked at $1.73M in Q2 2022.
121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.