Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s OrthoPediatrics KIDS Stock Holding History

Carson Wealth (CWM LLC)’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 		$8.89K Buy
560
+367
+190% +$6.41K ﹤0.01% 4816
2025
Q4 		$3K Buy
193
+29
+18% +$508 ﹤0.01% 4989
2025
Q3 		$3K Buy
164
+51
+45% +$1.05K ﹤0.01% 4908
2025
Q2 		$2K Sell
113
-387
-77% -$8.37K ﹤0.01% 4891
2025
Q1 		$12K Sell
500
-13
-3% -$321 ﹤0.01% 4011
2024
Q4 		$12K Sell
513
-523
-50% -$13.1K ﹤0.01% 3766
2024
Q3 		$28K Buy
1,036
+5
+0.5% +$151 ﹤0.01% 3146
2024
Q2 		$30K Buy
1,031
+39
+4% +$1.2K ﹤0.01% 2835
2024
Q1 		$29K Buy
992
+9
+0.9% +$252 ﹤0.01% 2656
2023
Q4 		$32K Buy
983
+977
+16,283% +$28.3K ﹤0.01% 2472
2023
Q3 		$0 Buy
+6
New +$231 ﹤0.01% 4350
2022
Q4 		– Sell
-3
Closed – – 4111
2022
Q3 		$0 Sell
3
-150
-98% -$7.36K ﹤0.01% 4055
2022
Q2 		$7K Buy
153
+150
+5,000% +$6.86K ﹤0.01% 2806
2022
Q1 		$0 Sell
3
-29
-91% -$1.48K ﹤0.01% 3697
2021
Q4 		$2K Buy
+32
New +$1.99K ﹤0.01% 3140
2021
Q2 		$10K Hold
154
– – ﹤0.01% 2109
2021
Q1 		$10K Hold
154
– – ﹤0.01% 2108
2020
Q4 		$10K Hold
154
– – ﹤0.01% 2108
2020
Q3 		$10K Hold
154
– – ﹤0.01% 2107
2020
Q2 		$10K Hold
154
– – ﹤0.01% 2107
2020
Q1 		$10K Hold
154
– – ﹤0.01% 2107
2019
Q4 		$10K Hold
154
– – ﹤0.01% 2107
2019
Q3 		$10K Hold
154
– – ﹤0.01% 2107
2019
Q2 		$10K Hold
154
– – ﹤0.01% 2107
2019
Q1 		$10K Buy
+154
New +$5.86K ﹤0.01% 2107

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 $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

Carson Wealth (CWM LLC)'s KIDS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its OrthoPediatrics (KIDS) stake by 190% in Q1 2026, buying an estimated $6.41K and bringing the position to 560 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #4816.

Carson Wealth (CWM LLC) first reported a position in KIDS in Q1 2019 and has held it in 25 quarters since. The position peaked at $32K in Q4 2023. 121 funds tracked by Wall St. Rank hold KIDS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 560 shares of OrthoPediatrics worth $8.89K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 367 OrthoPediatrics shares in Q1 2026, an estimated $6.41K.
  • OrthoPediatrics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4816 holding.
  • Carson Wealth (CWM LLC) first reported a position in OrthoPediatrics in Q1 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s OrthoPediatrics position peaked at $32K in Q4 2023.
  • 121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.