Brown Advisory
KIDS icon

Brown Advisory’s OrthoPediatrics KIDS Stock Holding History

Brown Advisory’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 		$24.1M Sell
1,518,018
-372,868
-20% -$6.51M 0.04% 297
2025
Q4 		$33.6M Sell
1,890,886
-3,819
-0.2% -$66.9K 0.05% 250
2025
Q3 		$35.1M Buy
1,894,705
+270,004
+17% +$5.56M 0.05% 249
2025
Q2 		$34.9M Sell
1,624,701
-4,046
-0.2% -$87.5K 0.05% 244
2025
Q1 		$40.1M Buy
1,628,747
+94,719
+6% +$2.34M 0.06% 213
2024
Q4 		$35.6M Sell
1,534,028
-63,375
-4% -$1.58M 0.05% 260
2024
Q3 		$43.3M Sell
1,597,403
-19,443
-1% -$589K 0.05% 234
2024
Q2 		$46.5M Sell
1,616,846
-31,592
-2% -$969K 0.06% 216
2024
Q1 		$48.1M Buy
1,648,438
+19,659
+1% +$550K 0.06% 215
2023
Q4 		$53M Buy
1,628,779
+25,337
+2% +$735K 0.07% 192
2023
Q3 		$51.3M Sell
1,603,442
-1,331
-0.1% -$51.3K 0.08% 184
2023
Q2 		$70.4M Sell
1,604,773
-7,749
-0.5% -$357K 0.11% 157
2023
Q1 		$71.4M Buy
1,612,522
+26,668
+2% +$1.18M 0.12% 156
2022
Q4 		$63M Buy
1,585,854
+18,238
+1% +$760K 0.12% 158
2022
Q3 		$72.3M Buy
1,567,616
+7,059
+0.5% +$346K 0.14% 134
2022
Q2 		$67.3M Buy
1,560,557
+316,487
+25% +$14.5M 0.13% 147
2022
Q1 		$67.2M Buy
1,244,070
+175,506
+16% +$8.97M 0.1% 165
2021
Q4 		$64M Sell
1,068,564
-4,171
-0.4% -$260K 0.08% 185
2021
Q3 		$70.3M Sell
1,072,735
-194,635
-15% -$12.6M 0.1% 156
2021
Q2 		$80.1M Buy
1,267,370
+111,604
+10% +$6.41M 0.12% 147
2021
Q1 		$56.3M Buy
1,155,766
+26,987
+2% +$1.3M 0.1% 163
2020
Q4 		$46.6M Buy
1,128,779
+17,794
+2% +$816K 0.08% 169
2020
Q3 		$51M Buy
1,110,985
+199,641
+22% +$9.26M 0.11% 138
2020
Q2 		$39.9M Buy
911,344
+257,050
+39% +$11.6M 0.09% 151
2020
Q1 		$25.9M Buy
654,294
+483,925
+284% +$21.7M 0.08% 178
2019
Q4 		$8.01M Buy
170,369
+72,186
+74% +$2.8M 0.02% 355
2019
Q3 		$3.46M Buy
+98,183
New +$3.4M 0.01% 450
2019
Q2 		– Sell
-4,556
Closed -$202K – 1152
2019
Q1 		$202K Buy
+4,556
New +$173K ﹤0.01% 1249

Other funds holding KIDS

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory's KIDS Position: Q1 2026 in Review

Brown Advisory reduced its OrthoPediatrics (KIDS) stake by 20% in Q1 2026, selling an estimated $6.51M and leaving 1,518,018 shares worth $24.1M. The position accounts for 0.04% of the portfolio, ranked #297.

Brown Advisory first reported a position in KIDS in Q1 2019 and has held it in 28 quarters since. The position peaked at $80.1M in Q2 2021. 121 funds tracked by Wall St. Rank hold KIDS as of Q1 2026.

  • Brown Advisory held 1,518,018 shares of OrthoPediatrics worth $24.1M as of Q1 2026.
  • Brown Advisory sold 372,868 OrthoPediatrics shares in Q1 2026, an estimated $6.51M.
  • OrthoPediatrics made up 0.04% of Brown Advisory's portfolio in Q1 2026, its #297 holding.
  • Brown Advisory first reported a position in OrthoPediatrics in Q1 2019 and has held it in 28 quarters since.
  • Brown Advisory's OrthoPediatrics position peaked at $80.1M in Q2 2021.
  • 121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.