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 Q3	$111K	Hold	5,000	–	–	﹤0.01%	971
2026 Q2	$95.6K	Hold	5,000	–	–	﹤0.01%	1075
2026 Q1	$79.4K	Hold	5,000	–	–	﹤0.01%	1127
2025 Q4	$88.8K	Hold	5,000	–	–	﹤0.01%	1121
2025 Q3	$92.6K	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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Blue Trust Inc's KIDS Position: Q3 2026 in Review

Blue Trust Inc held its OrthoPediatrics (KIDS) position steady in Q3 2026 at 5,000 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Blue Trust Inc first reported a position in KIDS in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.73M in Q2 2022. 18 funds tracked by Wall St. Rank hold KIDS as of Q3 2026.

Blue Trust Inc held 5,000 shares of OrthoPediatrics worth $111K as of Q3 2026.
Blue Trust Inc left its OrthoPediatrics share count unchanged in Q3 2026.
OrthoPediatrics made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #971 holding.
Blue Trust Inc first reported a position in OrthoPediatrics in Q2 2022 and has held it in 18 quarters since.
Blue Trust Inc's OrthoPediatrics position peaked at $1.73M in Q2 2022.
18 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.